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 | $78,738 | $131,829-40.3% | $108,579-27.5% | $273,961-71.3% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | -0.13% | -91.57%+91.4pp | -51.70%+51.6pp | 41.45%-41.6pp |
| Employer contribution / active EE | $2,357 | $4,912-52.0% | $3,758-37.3% | $4,869-51.6% |
| Participant deferral / active EE | $9,593 | $5,127+87.1% | $4,311+122.5% | $5,287+81.4% |
| Admin fee / account holder | $8 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |