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 10-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 | $20,087 | $104,106-80.7% | $71,086-71.7% | $135,375-85.2% |
| Participation rate | 87.5% | 65.7%+21.8pp | 54.7%+32.8pp | 82.6%+4.9pp |
| Annual return | -14.26% | 1256.30%-1270.6pp | 650.59%-664.8pp | 519.73%-534.0pp |
| Employer contribution / active EE | $2,452 | $1,485+65.1% | $1,088+125.4% | $4,779-48.7% |
| Participant deferral / active EE | $2,338 | $2,527-7.5% | $1,874+24.7% | $5,609-58.3% |
| Admin fee / account holder | $131 | $4,142-96.8% | $3,082-95.8% | $10,827-98.8% |