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 | $15,961 | $92,703-82.8% | $82,719-80.7% | $134,475-88.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.91% | 944.92%-970.8pp | 701.18%-727.1pp | 417.96%-443.9pp |
| Employer contribution / active EE | $1,827 | $3,274-44.2% | $3,009-39.3% | $4,740-61.5% |
| Participant deferral / active EE | $11,184 | $4,802+132.9% | $4,395+154.5% | $6,400+74.8% |
| Admin fee / account holder | $56 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |