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 | $21,243 | $92,222-77.0% | $76,768-72.3% | $135,375-84.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.61% | 5.46%-16.1pp | 2.43%-13.0pp | 519.73%-530.3pp |
| Employer contribution / active EE | $2,378 | $3,216-26.1% | $2,485-4.3% | $4,779-50.2% |
| Participant deferral / active EE | $6,421 | $4,509+42.4% | $3,852+66.7% | $5,609+14.5% |
| Admin fee / account holder | $162 | $10,748-98.5% | $6,675-97.6% | $10,827-98.5% |