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 | $7,677 | $92,703-91.7% | $82,719-90.7% | $134,475-94.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.78% | 944.92%-969.7pp | 701.18%-726.0pp | 417.96%-442.7pp |
| Employer contribution / active EE | $3,076 | $3,274-6.0% | $3,009+2.2% | $4,740-35.1% |
| Participant deferral / active EE | $5,265 | $4,802+9.6% | $4,395+19.8% | $6,400-17.7% |
| Admin fee / account holder | $17 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |