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 | $15,254 | $75,828-79.9% | $147,614-89.7% | $59,632-74.4% |
| Participation rate | 78.8% | 71.6%+7.2pp | 84.6%-5.9pp | 68.7%+10.1pp |
| Annual return | -2.75% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $1,250 | $3,485-64.1% | $5,564-77.5% | $2,203-43.3% |
| Participant deferral / active EE | $980 | $3,130-68.7% | $4,895-80.0% | $3,192-69.3% |
| Admin fee / account holder | $235 | $5,985-96.1% | $11,611-98.0% | $4,297-94.5% |