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 | $29,634 | $95,862-69.1% | $79,550-62.7% | $134,475-78.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.01% | -2.69%-19.3pp | 0.16%-22.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $3,224 | $3,128+3.1% | $2,413+33.6% | $4,740-32.0% |
| Participant deferral / active EE | $4,753 | $4,693+1.3% | $3,985+19.3% | $6,400-25.7% |
| Admin fee / account holder | $45 | $9,126-99.5% | $6,832-99.3% | $11,426-99.6% |