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 | $19,429 | $92,222-78.9% | $76,768-74.7% | $135,375-85.6% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -9.10% | 5.46%-14.6pp | 2.43%-11.5pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,138 | $3,216-33.5% | $2,485-14.0% | $4,779-55.3% |
| Participant deferral / active EE | $3,526 | $4,509-21.8% | $3,852-8.5% | $5,609-37.1% |
| Admin fee / account holder | $16 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |