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 | $21,525 | $69,518-69.0% | $59,878-64.1% | $135,375-84.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.55% | 7.94%-17.5pp | 3.46%-13.0pp | 519.73%-529.3pp |
| Employer contribution / active EE | $4,060 | $3,235+25.5% | $2,722+49.2% | $4,779-15.0% |
| Participant deferral / active EE | $3,029 | $4,206-28.0% | $3,402-11.0% | $5,609-46.0% |
| Admin fee / account holder | $61 | $5,734-98.9% | $3,590-98.3% | $10,827-99.4% |