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 | $12,723 | $49,177-74.1% | $79,464-84.0% | $64,186-80.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -8.64% | -1.16%-7.5pp | 718.14%-726.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,751 | $2,076-15.7% | $2,800-37.5% | $2,381-26.5% |
| Participant deferral / active EE | $2,315 | $2,821-18.0% | $3,704-37.5% | $3,470-33.3% |
| Admin fee / account holder | $173 | $3,839-95.5% | $5,113-96.6% | $4,888-96.5% |