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 4-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 | $3,104 | $27,641-88.8% | $61,373-94.9% | $68,494-95.5% |
| Participation rate | 96.2% | 39.5%+56.7pp | 52.6%+43.6pp | 67.9%+28.3pp |
| Annual return | -27.26% | -13.24%-14.0pp | 338.61%-365.9pp | -7.84%-19.4pp |
| Employer contribution / active EE | $1,608 | $695+131.1% | $1,159+38.7% | $2,596-38.1% |
| Participant deferral / active EE | $2,763 | $1,263+118.7% | $2,125+30.0% | $4,027-31.4% |
| Admin fee / account holder | $103 | $2,010-94.9% | $2,130-95.1% | $5,403-98.1% |