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 | $29,051 | $64,707-55.1% | $112,228-74.1% | $68,494-57.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.97% | -11.40%-8.6pp | 27.45%-47.4pp | -7.84%-12.1pp |
| Employer contribution / active EE | $3,464 | $2,746+26.2% | $3,635-4.7% | $2,596+33.4% |
| Participant deferral / active EE | $5,035 | $3,565+41.3% | $4,728+6.5% | $4,027+25.0% |
| Admin fee / account holder | $27 | $5,232-99.5% | $6,410-99.6% | $5,403-99.5% |