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 | $23,342 | $93,346-75.0% | $71,796-67.5% | $273,961-91.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -37.00% | 130.39%-167.4pp | 78.04%-115.0pp | 41.45%-78.5pp |
| Employer contribution / active EE | $972 | $2,733-64.4% | $1,924-49.5% | $4,869-80.0% |
| Participant deferral / active EE | $2,907 | $3,475-16.4% | $2,794+4.0% | $5,287-45.0% |
| Admin fee / account holder | $151 | $6,571-97.7% | $4,815-96.9% | $10,132-98.5% |