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 | $33,061 | $87,540-62.2% | $75,781-56.4% | $125,391-73.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.91% | 13.48%-18.4pp | 9.68%-14.6pp | 282.22%-287.1pp |
| Employer contribution / active EE | $1,782 | $3,930-54.6% | $3,323-46.4% | $4,866-63.4% |
| Participant deferral / active EE | $2,184 | $4,229-48.4% | $3,651-40.2% | $5,352-59.2% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |