See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,487 | $92,703-91.9% | $82,719-90.9% | $134,475-94.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.95% | 944.92%-967.9pp | 701.18%-724.1pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,434 | $3,274-56.2% | $3,009-52.3% | $4,740-69.7% |
| Participant deferral / active EE | $2,020 | $4,802-57.9% | $4,395-54.0% | $6,400-68.4% |
| Admin fee / account holder | $92 | $5,983-98.5% | $5,329-98.3% | $11,426-99.2% |