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 | $20,149 | $77,813-74.1% | $123,544-83.7% | $64,186-68.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.74% | 12.48%-21.2pp | 119.20%-127.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $3,212 | $3,014+6.6% | $4,628-30.6% | $2,381+34.9% |
| Participant deferral / active EE | $3,162 | $5,240-39.7% | $6,426-50.8% | $3,470-8.9% |
| Admin fee / account holder | $200 | $5,519-96.4% | $9,284-97.8% | $4,888-95.9% |