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 | $20,910 | $56,277-62.8% | $80,975-74.2% | $62,891-66.8% |
| Participation rate | 94.4% | 69.0%+25.5pp | 75.8%+18.6pp | 69.3%+25.1pp |
| Annual return | -15.13% | 22.12%-37.3pp | 17.10%-32.2pp | 20.14%-35.3pp |
| Employer contribution / active EE | $1,474 | $1,943-24.1% | $3,714-60.3% | $2,281-35.4% |
| Participant deferral / active EE | $4,968 | $4,195+18.4% | $5,696-12.8% | $3,203+55.1% |
| Admin fee / account holder | $244 | $3,741-93.5% | $5,516-95.6% | $4,296-94.3% |