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 | $16,532 | $57,354-71.2% | $83,848-80.3% | $64,186-74.2% |
| Participation rate | 79.1% | 68.6%+10.5pp | 76.1%+2.9pp | 69.6%+9.5pp |
| Annual return | -10.15% | 11.38%-21.5pp | 850.88%-861.0pp | 7.63%-17.8pp |
| Employer contribution / active EE | $915 | $2,545-64.0% | $3,631-74.8% | $2,381-61.6% |
| Participant deferral / active EE | $2,649 | $2,993-11.5% | $4,082-35.1% | $3,470-23.6% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |