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 | $4,755 | $84,402-94.4% | $61,373-92.3% | $134,475-96.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -40.21% | 584.55%-624.8pp | 338.61%-378.8pp | 417.96%-458.2pp |
| Employer contribution / active EE | $3,523 | $1,544+128.1% | $1,159+203.9% | $4,740-25.7% |
| Participant deferral / active EE | $2,458 | $2,819-12.8% | $2,125+15.7% | $6,400-61.6% |
| Admin fee / account holder | $30 | $2,585-98.9% | $2,130-98.6% | $11,426-99.7% |