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 | $18,508 | $50,958-63.7% | $74,550-75.2% | $64,186-71.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -9.07% | -1.86%-7.2pp | 32.53%-41.6pp | 7.63%-16.7pp |
| Employer contribution / active EE | $6,125 | $1,115+449.2% | $1,961+212.4% | $2,381+157.3% |
| Participant deferral / active EE | $3,234 | $2,301+40.5% | $3,108+4.0% | $3,470-6.8% |
| Admin fee / account holder | $294 | $4,223-93.0% | $5,060-94.2% | $4,888-94.0% |