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 | $21,467 | $92,703-76.8% | $82,719-74.0% | $134,475-84.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.05% | 944.92%-972.0pp | 701.18%-728.2pp | 417.96%-445.0pp |
| Employer contribution / active EE | $3,344 | $3,274+2.2% | $3,009+11.1% | $4,740-29.4% |
| Participant deferral / active EE | $10,194 | $4,802+112.3% | $4,395+132.0% | $6,400+59.3% |
| Admin fee / account holder | $164 | $5,983-97.3% | $5,329-96.9% | $11,426-98.6% |