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 | $50,225 | $113,935-55.9% | $94,224-46.7% | $125,391-59.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -5.04% | 5.29%-10.3pp | 10.68%-15.7pp | 282.22%-287.3pp |
| Employer contribution / active EE | $3,870 | $4,727-18.1% | $3,587+7.9% | $4,866-20.5% |
| Participant deferral / active EE | $4,598 | $5,179-11.2% | $4,320+6.4% | $5,352-14.1% |
| Admin fee / account holder | $48 | $8,391-99.4% | $6,269-99.2% | $9,540-99.5% |