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 | $28,586 | $48,274-40.8% | $63,517-55.0% | $59,632-52.1% |
| Participation rate | 87.2% | 66.3%+20.9pp | 71.0%+16.2pp | 68.7%+18.6pp |
| Annual return | -4.37% | -240.79%+236.4pp | -70.30%+65.9pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $1,744 | $1,586+9.9% | $2,322-24.9% | $2,203-20.8% |
| Participant deferral / active EE | $3,174 | $2,343+35.5% | $2,953+7.5% | $3,192-0.6% |
| Admin fee / account holder | $232 | $3,600-93.6% | $5,892-96.1% | $4,297-94.6% |