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 | $12,854 | $43,327-70.3% | $59,878-78.5% | $64,186-80.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -9.31% | -1.55%-7.8pp | 3.46%-12.8pp | 7.63%-16.9pp |
| Employer contribution / active EE | $492 | $2,028-75.7% | $2,722-81.9% | $2,381-79.3% |
| Participant deferral / active EE | $1,139 | $2,546-55.2% | $3,402-66.5% | $3,470-67.2% |
| Admin fee / account holder | $232 | $3,005-92.3% | $3,590-93.5% | $4,888-95.2% |