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 | $63,100 | $65,703-4.0% | $94,224-33.0% | $59,632+5.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -4.75% | 5.22%-10.0pp | 10.68%-15.4pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $1,365 | $2,021-32.4% | $3,587-61.9% | $2,203-38.0% |
| Participant deferral / active EE | $2,160 | $3,143-31.3% | $4,320-50.0% | $3,192-32.3% |
| Admin fee / account holder | $48 | $4,264-98.9% | $6,269-99.2% | $4,297-98.9% |