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 | $29,582 | $42,894-31.0% | $60,874-51.4% | $68,494-56.8% |
| Participation rate | 88.9% | 66.8%+22.1pp | 73.1%+15.8pp | 67.9%+21.0pp |
| Annual return | -20.54% | -13.98%-6.6pp | 16.90%-37.4pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,858 | $1,978-6.1% | $2,701-31.2% | $2,596-28.4% |
| Participant deferral / active EE | $3,316 | $2,867+15.7% | $3,817-13.1% | $4,027-17.7% |
| Admin fee / account holder | $269 | $3,101-91.3% | $3,224-91.6% | $5,403-95.0% |