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 6-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 | $13,761 | $48,265-71.5% | $68,791-80.0% | $68,494-79.9% |
| Participation rate | 86.0% | 60.7%+25.4pp | 69.0%+17.0pp | 67.9%+18.2pp |
| Annual return | -19.65% | -12.71%-6.9pp | -6.38%-13.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,562 | $1,829-14.6% | $2,655-41.2% | $2,596-39.8% |
| Participant deferral / active EE | $2,456 | $2,867-14.3% | $3,941-37.7% | $4,027-39.0% |
| Admin fee / account holder | $92 | $4,355-97.9% | $4,932-98.1% | $5,403-98.3% |