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 | $18,439 | $69,518-73.5% | $59,878-69.2% | $135,375-86.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | -11.77% | 7.94%-19.7pp | 3.46%-15.2pp | 519.73%-531.5pp |
| Employer contribution / active EE | $2,259 | $3,235-30.2% | $2,722-17.0% | $4,779-52.7% |
| Participant deferral / active EE | $2,711 | $4,206-35.6% | $3,402-20.3% | $5,609-51.7% |
| Admin fee / account holder | $69 | $5,734-98.8% | $3,590-98.1% | $10,827-99.4% |