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 | $25,731 | $75,828-66.1% | $147,614-82.6% | $59,632-56.8% |
| Participation rate | 96.4% | 71.6%+24.9pp | 84.6%+11.8pp | 68.7%+27.8pp |
| Annual return | -4.36% | 0.37%-4.7pp | 61.98%-66.3pp | 2041.28%-2045.6pp |
| Employer contribution / active EE | $942 | $3,485-73.0% | $5,564-83.1% | $2,203-57.2% |
| Participant deferral / active EE | $2,477 | $3,130-20.9% | $4,895-49.4% | $3,192-22.4% |
| Admin fee / account holder | $71 | $5,985-98.8% | $11,611-99.4% | $4,297-98.4% |