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 | $24,044 | $49,177-51.1% | $79,464-69.7% | $64,186-62.5% |
| Participation rate | 72.4% | 65.0%+7.4pp | 73.3%-0.9pp | 69.6%+2.8pp |
| Annual return | -13.48% | -1.16%-12.3pp | 718.14%-731.6pp | 7.63%-21.1pp |
| Employer contribution / active EE | $1,009 | $2,076-51.4% | $2,800-64.0% | $2,381-57.6% |
| Participant deferral / active EE | $1,873 | $2,821-33.6% | $3,704-49.4% | $3,470-46.0% |
| Admin fee / account holder | $196 | $3,839-94.9% | $5,113-96.2% | $4,888-96.0% |