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 | $24,288 | $87,540-72.3% | $75,781-67.9% | $125,391-80.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.08% | 13.48%-17.6pp | 9.68%-13.8pp | 282.22%-286.3pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $10,667 | $4,229+152.2% | $3,651+192.1% | $5,352+99.3% |
| Admin fee / account holder | $126 | $6,502-98.1% | $5,299-97.6% | $9,540-98.7% |