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 | $54,047 | $69,977-22.8% | $108,579-50.2% | $62,891-14.1% |
| Participation rate | 72.4% | 72.9%-0.5pp | 79.6%-7.2pp | 69.3%+3.1pp |
| Annual return | -5.39% | 10.73%-16.1pp | -51.70%+46.3pp | 20.14%-25.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,680 | $3,165-15.3% | $4,311-37.8% | $3,203-16.3% |
| Admin fee / account holder | $175 | $5,076-96.6% | $7,645-97.7% | $4,296-95.9% |