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 | $18,245 | $59,805-69.5% | $79,550-77.1% | $68,494-73.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -22.11% | -12.30%-9.8pp | 0.16%-22.3pp | -7.84%-14.3pp |
| Employer contribution / active EE | $6,867 | $1,505+356.3% | $2,413+184.6% | $2,596+164.5% |
| Participant deferral / active EE | $2,774 | $3,024-8.3% | $3,985-30.4% | $4,027-31.1% |
| Admin fee / account holder | $47 | $4,835-99.0% | $6,832-99.3% | $5,403-99.1% |