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 | $19,662 | $52,681-62.7% | $75,781-74.1% | $59,632-67.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -3.43% | 2.95%-6.4pp | 9.68%-13.1pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $2,327 | $2,193+6.1% | $3,323-30.0% | $2,203+5.6% |
| Participant deferral / active EE | $4,702 | $2,591+81.5% | $3,651+28.8% | $3,192+47.3% |
| Admin fee / account holder | $239 | $3,610-93.4% | $5,299-95.5% | $4,297-94.4% |