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 | $22,958 | $49,177-53.3% | $79,464-71.1% | $64,186-64.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -11.74% | -1.16%-10.6pp | 718.14%-729.9pp | 7.63%-19.4pp |
| Employer contribution / active EE | $3,288 | $2,076+58.4% | $2,800+17.4% | $2,381+38.1% |
| Participant deferral / active EE | $6,189 | $2,821+119.4% | $3,704+67.1% | $3,470+78.4% |
| Admin fee / account holder | $5 | $3,839-99.9% | $5,113-99.9% | $4,888-99.9% |