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 | $45,776 | $64,707-29.3% | $112,228-59.2% | $68,494-33.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -22.79% | -11.40%-11.4pp | 27.45%-50.2pp | -7.84%-14.9pp |
| Employer contribution / active EE | $2,931 | $2,746+6.7% | $3,635-19.4% | $2,596+12.9% |
| Participant deferral / active EE | $3,911 | $3,565+9.7% | $4,728-17.3% | $4,027-2.9% |
| Admin fee / account holder | $131 | $5,232-97.5% | $6,410-98.0% | $5,403-97.6% |