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 | $28,497 | $56,484-49.5% | $169,463-83.2% | $64,186-55.6% |
| Participation rate | 70.0% | 64.5%+5.5pp | 77.8%-7.8pp | 69.6%+0.4pp |
| Annual return | -8.49% | -1.55%-6.9pp | 1.83%-10.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $885 | $1,832-51.7% | $4,159-78.7% | $2,381-62.8% |
| Participant deferral / active EE | $3,490 | $3,448+1.2% | $5,277-33.9% | $3,470+0.6% |
| Admin fee / account holder | $219 | $4,174-94.7% | $9,109-97.6% | $4,888-95.5% |