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 | $20,885 | $158,817-86.8% | $121,196-82.8% | $135,375-84.6% |
| Participation rate | 70.0% | 79.3%-9.3pp | 71.7%-1.7pp | 82.6%-12.6pp |
| Annual return | -9.73% | -0.64%-9.1pp | 16.93%-26.7pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,037 | $5,665-81.7% | $4,022-74.2% | $4,779-78.3% |
| Participant deferral / active EE | $1,939 | $4,005-51.6% | $3,344-42.0% | $5,609-65.4% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |