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 6-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 | $26,541 | $48,076-44.8% | $78,689-66.3% | $62,891-57.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 1.22% | 31.35%-30.1pp | 62.18%-61.0pp | 20.14%-18.9pp |
| Employer contribution / active EE | $1,466 | $2,015-27.2% | $2,851-48.6% | $2,281-35.7% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $52 | $3,207-98.4% | $4,510-98.8% | $4,296-98.8% |