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 | $12,660 | $93,024-86.4% | $77,024-83.6% | $134,475-90.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -40.85% | 62.60%-103.4pp | 42.32%-83.2pp | 417.96%-458.8pp |
| Employer contribution / active EE | $7,278 | $3,418+112.9% | $2,812+158.8% | $4,740+53.6% |
| Participant deferral / active EE | $6,199 | $5,238+18.4% | $4,426+40.0% | $6,400-3.1% |
| Admin fee / account holder | $5 | $6,944-99.9% | $5,425-99.9% | $11,426-100.0% |