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 | $33,114 | $61,660-46.3% | $80,019-58.6% | $64,186-48.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -8.46% | -0.33%-8.1pp | 11.22%-19.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,381 | $1,810-23.7% | $2,468-44.0% | $2,381-42.0% |
| Participant deferral / active EE | $2,232 | $2,968-24.8% | $3,686-39.4% | $3,470-35.7% |
| Admin fee / account holder | $84 | $5,417-98.4% | $6,521-98.7% | $4,888-98.3% |