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 | $19,399 | $43,723-55.6% | $121,196-84.0% | $64,186-69.8% |
| Participation rate | 86.7% | 58.3%+28.3pp | 71.7%+14.9pp | 69.6%+17.1pp |
| Annual return | -8.73% | 68.91%-77.6pp | 16.93%-25.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,179 | $1,296+68.1% | $4,022-45.8% | $2,381-8.5% |
| Participant deferral / active EE | $3,782 | $2,280+65.9% | $3,344+13.1% | $3,470+9.0% |
| Admin fee / account holder | $96 | $3,501-97.2% | $5,019-98.1% | $4,888-98.0% |