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 | $28,884 | $64,307-55.1% | $57,343-49.6% | $125,391-77.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -4.11% | 25.12%-29.2pp | 24.39%-28.5pp | 282.22%-286.3pp |
| Employer contribution / active EE | $2,793 | $3,193-12.5% | $2,689+3.9% | $4,866-42.6% |
| Participant deferral / active EE | $3,043 | $3,848-20.9% | $3,162-3.8% | $5,352-43.1% |
| Admin fee / account holder | $17 | $5,242-99.7% | $3,356-99.5% | $9,540-99.8% |