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 | $36,216 | $69,518-47.9% | $59,878-39.5% | $135,375-73.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -10.28% | 7.94%-18.2pp | 3.46%-13.7pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,818 | $3,235-12.9% | $2,722+3.6% | $4,779-41.0% |
| Participant deferral / active EE | $9,365 | $4,206+122.7% | $3,402+175.3% | $5,609+67.0% |
| Admin fee / account holder | $40 | $5,734-99.3% | $3,590-98.9% | $10,827-99.6% |