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 9-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 | $16,148 | $58,577-72.4% | $83,333-80.6% | $64,186-74.8% |
| Participation rate | 72.1% | 72.0%+0.1pp | 77.8%-5.7pp | 69.6%+2.5pp |
| Annual return | -8.60% | 9.65%-18.3pp | 10.63%-19.2pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,072 | $2,098-1.3% | $3,379-38.7% | $2,381-13.0% |
| Participant deferral / active EE | $2,313 | $4,654-50.3% | $5,565-58.4% | $3,470-33.3% |
| Admin fee / account holder | $35 | $9,275-99.6% | $7,510-99.5% | $4,888-99.3% |