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 | $19,248 | $111,814-82.8% | $93,654-79.4% | $145,959-86.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -76.40% | 203.30%-279.7pp | 133.34%-209.7pp | 561.95%-638.4pp |
| Employer contribution / active EE | $1,079 | $3,092-65.1% | $2,421-55.4% | $4,661-76.8% |
| Participant deferral / active EE | $6,667 | $4,914+35.7% | $4,413+51.1% | $6,689-0.3% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |