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 | $33,387 | $131,829-74.7% | $108,579-69.3% | $273,961-87.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 0.12% | -91.57%+91.7pp | -51.70%+51.8pp | 41.45%-41.3pp |
| Employer contribution / active EE | $1,302 | $4,912-73.5% | $3,758-65.4% | $4,869-73.3% |
| Participant deferral / active EE | $7,002 | $5,127+36.6% | $4,311+62.4% | $5,287+32.4% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |