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 | $23,107 | $58,577-60.6% | $83,333-72.3% | $64,186-64.0% |
| Participation rate | 81.5% | 72.0%+9.4pp | 77.8%+3.7pp | 69.6%+11.9pp |
| Annual return | -11.11% | 9.65%-20.8pp | 10.63%-21.7pp | 7.63%-18.7pp |
| Employer contribution / active EE | $2,203 | $2,098+5.0% | $3,379-34.8% | $2,381-7.5% |
| Participant deferral / active EE | $6,046 | $4,654+29.9% | $5,565+8.6% | $3,470+74.3% |
| Admin fee / account holder | $253 | $9,275-97.3% | $7,510-96.6% | $4,888-94.8% |