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 | $24,374 | $158,817-84.7% | $121,196-79.9% | $135,375-82.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -13.42% | -0.64%-12.8pp | 16.93%-30.4pp | 519.73%-533.2pp |
| Employer contribution / active EE | $4,437 | $5,665-21.7% | $4,022+10.3% | $4,779-7.2% |
| Participant deferral / active EE | $3,822 | $4,005-4.6% | $3,344+14.3% | $5,609-31.9% |
| Admin fee / account holder | $45 | $6,512-99.3% | $5,019-99.1% | $10,827-99.6% |