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 | $12,901 | $90,503-85.7% | $78,689-83.6% | $273,961-95.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.84% | 75.60%-78.4pp | 62.18%-65.0pp | 41.45%-44.3pp |
| Employer contribution / active EE | $1,467 | $3,176-53.8% | $2,851-48.6% | $4,869-69.9% |
| Participant deferral / active EE | $814 | $3,901-79.1% | $3,517-76.9% | $5,287-84.6% |
| Admin fee / account holder | $58 | $5,263-98.9% | $4,510-98.7% | $10,132-99.4% |