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 | $18,594 | $87,540-78.8% | $75,781-75.5% | $125,391-85.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.92% | 13.48%-18.4pp | 9.68%-14.6pp | 282.22%-287.1pp |
| Employer contribution / active EE | $9,129 | $3,930+132.3% | $3,323+174.7% | $4,866+87.6% |
| Participant deferral / active EE | $4,486 | $4,229+6.1% | $3,651+22.8% | $5,352-16.2% |
| Admin fee / account holder | $33 | $6,502-99.5% | $5,299-99.4% | $9,540-99.6% |