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 5-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 | $9,537 | $106,543-91.0% | $91,220-89.5% | $134,475-92.9% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.2%+16.8pp | 81.2%+8.8pp |
| Annual return | -24.89% | 160.60%-185.5pp | 114.01%-138.9pp | 417.96%-442.9pp |
| Employer contribution / active EE | $2,320 | $3,331-30.3% | $2,850-18.6% | $4,740-51.1% |
| Participant deferral / active EE | $3,548 | $4,719-24.8% | $4,234-16.2% | $6,400-44.6% |
| Admin fee / account holder | $10 | $6,231-99.8% | $5,420-99.8% | $11,426-99.9% |