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 | $22,880 | $75,828-69.8% | $147,614-84.5% | $59,632-61.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -5.05% | 0.37%-5.4pp | 61.98%-67.0pp | 2041.28%-2046.3pp |
| Employer contribution / active EE | $2,401 | $3,485-31.1% | $5,564-56.9% | $2,203+9.0% |
| Participant deferral / active EE | $3,878 | $3,130+23.9% | $4,895-20.8% | $3,192+21.5% |
| Admin fee / account holder | $178 | $5,985-97.0% | $11,611-98.5% | $4,297-95.9% |