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 | $9,562 | $92,703-89.7% | $82,719-88.4% | $134,475-92.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -24.25% | 944.92%-969.2pp | 701.18%-725.4pp | 417.96%-442.2pp |
| Employer contribution / active EE | $826 | $3,274-74.8% | $3,009-72.5% | $4,740-82.6% |
| Participant deferral / active EE | $4,040 | $4,802-15.9% | $4,395-8.1% | $6,400-36.9% |
| Admin fee / account holder | $110 | $5,983-98.2% | $5,329-97.9% | $11,426-99.0% |