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 | $23,552 | $72,388-67.5% | $111,392-78.9% | $64,186-63.3% |
| Participation rate | 85.3% | 70.5%+14.8pp | 78.9%+6.4pp | 69.6%+15.7pp |
| Annual return | -9.08% | -1.50%-7.6pp | -2.06%-7.0pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,126 | $3,000-62.5% | $4,328-74.0% | $2,381-52.7% |
| Participant deferral / active EE | $3,010 | $4,241-29.0% | $5,567-45.9% | $3,470-13.2% |
| Admin fee / account holder | $1 | $5,719-100.0% | $12,266-100.0% | $4,888-100.0% |