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 | $15,123 | $75,828-80.1% | $147,614-89.8% | $59,632-74.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -6.47% | 0.37%-6.8pp | 61.98%-68.4pp | 2041.28%-2047.8pp |
| Employer contribution / active EE | $2,991 | $3,485-14.2% | $5,564-46.3% | $2,203+35.8% |
| Participant deferral / active EE | $3,381 | $3,130+8.0% | $4,895-30.9% | $3,192+5.9% |
| Admin fee / account holder | $143 | $5,985-97.6% | $11,611-98.8% | $4,297-96.7% |