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 6-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 | $7,595 | $67,331-88.7% | $60,874-87.5% | $134,475-94.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -68.20% | 49.93%-118.1pp | 16.90%-85.1pp | 417.96%-486.2pp |
| Employer contribution / active EE | $3,412 | $3,096+10.2% | $2,701+26.3% | $4,740-28.0% |
| Participant deferral / active EE | $3,995 | $4,538-12.0% | $3,817+4.7% | $6,400-37.6% |
| Admin fee / account holder | $16 | $4,582-99.7% | $3,224-99.5% | $11,426-99.9% |