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 | $13,004 | $42,894-69.7% | $60,874-78.6% | $68,494-81.0% |
| Participation rate | 83.3% | 66.8%+16.5pp | 73.1%+10.2pp | 67.9%+15.4pp |
| Annual return | -20.10% | -13.98%-6.1pp | 16.90%-37.0pp | -7.84%-12.3pp |
| Employer contribution / active EE | $958 | $1,978-51.6% | $2,701-64.5% | $2,596-63.1% |
| Participant deferral / active EE | $1,044 | $2,867-63.6% | $3,817-72.6% | $4,027-74.1% |
| Admin fee / account holder | $156 | $3,101-95.0% | $3,224-95.2% | $5,403-97.1% |