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 | $9,835 | $42,383-76.8% | $76,523-87.1% | $64,186-84.7% |
| Participation rate | 94.4% | 58.1%+36.3pp | 68.0%+26.4pp | 69.6%+24.9pp |
| Annual return | -19.53% | -16.54%-3.0pp | -0.27%-19.3pp | 7.63%-27.2pp |
| Employer contribution / active EE | $2,571 | $1,563+64.4% | $2,647-2.9% | $2,381+8.0% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,835-100.0% | $3,470-100.0% |
| Admin fee / account holder | $161 | $3,198-95.0% | $4,848-96.7% | $4,888-96.7% |