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 | $11,615 | $92,703-87.5% | $82,719-86.0% | $134,475-91.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -35.43% | 944.92%-980.4pp | 701.18%-736.6pp | 417.96%-453.4pp |
| Employer contribution / active EE | $2,009 | $3,274-38.6% | $3,009-33.2% | $4,740-57.6% |
| Participant deferral / active EE | $10,436 | $4,802+117.3% | $4,395+137.5% | $6,400+63.1% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |