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 | $2,794 | $84,402-96.7% | $61,373-95.4% | $134,475-97.9% |
| Participation rate | 87.5% | 62.2%+25.3pp | 52.6%+34.9pp | 81.2%+6.3pp |
| Annual return | -38.66% | 584.55%-623.2pp | 338.61%-377.3pp | 417.96%-456.6pp |
| Employer contribution / active EE | $1,292 | $1,544-16.4% | $1,159+11.4% | $4,740-72.8% |
| Participant deferral / active EE | $1,600 | $2,819-43.2% | $2,125-24.7% | $6,400-75.0% |
| Admin fee / account holder | $79 | $2,585-96.9% | $2,130-96.3% | $11,426-99.3% |