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 | $24,291 | $87,540-72.3% | $75,781-67.9% | $125,391-80.6% |
| Participation rate | 72.7% | 80.2%-7.4pp | 75.8%-3.1pp | 83.2%-10.5pp |
| Annual return | -4.55% | 13.48%-18.0pp | 9.68%-14.2pp | 282.22%-286.8pp |
| Employer contribution / active EE | $1,382 | $3,930-64.8% | $3,323-58.4% | $4,866-71.6% |
| Participant deferral / active EE | $3,456 | $4,229-18.3% | $3,651-5.3% | $5,352-35.4% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |