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 | $17,162 | $39,122-56.1% | $57,179-70.0% | $62,891-72.7% |
| Participation rate | 78.6% | 70.5%+8.1pp | 75.3%+3.2pp | 69.3%+9.3pp |
| Annual return | -6.05% | 9.23%-15.3pp | 14.59%-20.6pp | 20.14%-26.2pp |
| Employer contribution / active EE | $553 | $1,874-70.5% | $2,682-79.4% | $2,281-75.8% |
| Participant deferral / active EE | $1,406 | $2,374-40.8% | $3,096-54.6% | $3,203-56.1% |
| Admin fee / account holder | $68 | $2,592-97.4% | $3,139-97.8% | $4,296-98.4% |