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 | $13,865 | $39,122-64.6% | $57,179-75.8% | $62,891-78.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -2.78% | 9.23%-12.0pp | 14.59%-17.4pp | 20.14%-22.9pp |
| Employer contribution / active EE | $2,145 | $1,874+14.5% | $2,682-20.0% | $2,281-5.9% |
| Participant deferral / active EE | $978 | $2,374-58.8% | $3,096-68.4% | $3,203-69.5% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |