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 6-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 | $9,608 | $25,979-63.0% | $71,735-86.6% | $68,494-86.0% |
| Participation rate | 77.1% | 54.5%+22.6pp | 62.3%+14.8pp | 67.9%+9.3pp |
| Annual return | -21.49% | -15.10%-6.4pp | 9.14%-30.6pp | -7.84%-13.6pp |
| Employer contribution / active EE | $701 | $900-22.1% | $1,704-58.9% | $2,596-73.0% |
| Participant deferral / active EE | $3,020 | $1,522+98.4% | $2,658+13.6% | $4,027-25.0% |
| Admin fee / account holder | $273 | $2,022-86.5% | $3,974-93.1% | $5,403-95.0% |