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 | $17,488 | $49,177-64.4% | $79,464-78.0% | $64,186-72.8% |
| Participation rate | 77.1% | 65.0%+12.1pp | 73.3%+3.8pp | 69.6%+7.6pp |
| Annual return | -8.61% | -1.16%-7.4pp | 718.14%-726.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,640 | $2,076-21.0% | $2,800-41.4% | $2,381-31.1% |
| Participant deferral / active EE | $3,380 | $2,821+19.8% | $3,704-8.7% | $3,470-2.6% |
| Admin fee / account holder | $87 | $3,839-97.7% | $5,113-98.3% | $4,888-98.2% |