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 | $19,125 | $49,177-61.1% | $79,464-75.9% | $64,186-70.2% |
| Participation rate | 93.3% | 65.0%+28.3pp | 73.3%+20.0pp | 69.6%+23.8pp |
| Annual return | -12.00% | -1.16%-10.8pp | 718.14%-730.1pp | 7.63%-19.6pp |
| Employer contribution / active EE | $1,998 | $2,076-3.8% | $2,800-28.7% | $2,381-16.1% |
| Participant deferral / active EE | $1,553 | $2,821-45.0% | $3,704-58.1% | $3,470-55.2% |
| Admin fee / account holder | $84 | $3,839-97.8% | $5,113-98.4% | $4,888-98.3% |