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 7-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 | $17,054 | $42,894-60.2% | $60,874-72.0% | $68,494-75.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -21.93% | -13.98%-7.9pp | 16.90%-38.8pp | -7.84%-14.1pp |
| Employer contribution / active EE | $3,895 | $1,978+96.9% | $2,701+44.2% | $2,596+50.0% |
| Participant deferral / active EE | $4,588 | $2,867+60.0% | $3,817+20.2% | $4,027+13.9% |
| Admin fee / account holder | $19 | $3,101-99.4% | $3,224-99.4% | $5,403-99.6% |