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 | $38,508 | $73,867-47.9% | $143,757-73.2% | $68,494-43.8% |
| Participation rate | 72.0% | 66.7%+5.3pp | 80.3%-8.3pp | 67.9%+4.1pp |
| Annual return | -19.35% | 1.01%-20.4pp | -0.04%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,164 | $3,184-63.4% | $4,951-76.5% | $2,596-55.2% |
| Participant deferral / active EE | $2,261 | $3,384-33.2% | $5,637-59.9% | $4,027-43.9% |
| Admin fee / account holder | $193 | $5,755-96.6% | $14,673-98.7% | $5,403-96.4% |