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 | $29,030 | $99,341-70.8% | $84,750-65.7% | $273,961-89.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -14.57% | 22.93%-37.5pp | 22.78%-37.4pp | 41.45%-56.0pp |
| Employer contribution / active EE | $1,266 | $4,214-69.9% | $3,574-64.6% | $4,869-74.0% |
| Participant deferral / active EE | $8,610 | $4,269+101.7% | $3,712+132.0% | $5,287+62.8% |
| Admin fee / account holder | $116 | $6,644-98.3% | $5,332-97.8% | $10,132-98.9% |