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 | $29,363 | $65,703-55.3% | $94,224-68.8% | $59,632-50.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -3.45% | 5.22%-8.7pp | 10.68%-14.1pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $2,012 | $2,021-0.4% | $3,587-43.9% | $2,203-8.6% |
| Participant deferral / active EE | $2,970 | $3,143-5.5% | $4,320-31.3% | $3,192-6.9% |
| Admin fee / account holder | $18 | $4,264-99.6% | $6,269-99.7% | $4,297-99.6% |