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 | $17,343 | $69,518-75.1% | $59,878-71.0% | $135,375-87.2% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.7%+20.0pp | 82.6%+12.1pp |
| Annual return | -10.22% | 7.94%-18.2pp | 3.46%-13.7pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,146 | $3,235-33.7% | $2,722-21.2% | $4,779-55.1% |
| Participant deferral / active EE | $3,499 | $4,206-16.8% | $3,402+2.9% | $5,609-37.6% |
| Admin fee / account holder | $104 | $5,734-98.2% | $3,590-97.1% | $10,827-99.0% |