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 | $21,912 | $77,813-71.8% | $123,544-82.3% | $64,186-65.9% |
| Participation rate | 77.8% | 74.7%+3.1pp | 82.3%-4.5pp | 69.6%+8.2pp |
| Annual return | -10.99% | 12.48%-23.5pp | 119.20%-130.2pp | 7.63%-18.6pp |
| Employer contribution / active EE | $1,236 | $3,014-59.0% | $4,628-73.3% | $2,381-48.1% |
| Participant deferral / active EE | $2,812 | $5,240-46.3% | $6,426-56.2% | $3,470-19.0% |
| Admin fee / account holder | $82 | $5,519-98.5% | $9,284-99.1% | $4,888-98.3% |