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 | $11,805 | $48,046-75.4% | $84,611-86.0% | $72,985-83.8% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | -2.85% | 37.38%-40.2pp | 258.74%-261.6pp | 81.00%-83.8pp |
| Employer contribution / active EE | $431 | $1,602-73.1% | $2,652-83.7% | $2,440-82.3% |
| Participant deferral / active EE | $0 | $2,680-100.0% | $3,899-100.0% | $3,607-100.0% |
| Admin fee / account holder | $292 | $3,395-91.4% | $4,912-94.1% | $5,124-94.3% |