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 | $33,185 | $77,813-57.4% | $123,544-73.1% | $64,186-48.3% |
| Participation rate | 71.1% | 74.7%-3.6pp | 82.3%-11.2pp | 69.6%+1.5pp |
| Annual return | -10.06% | 12.48%-22.5pp | 119.20%-129.3pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,386 | $3,014-54.0% | $4,628-70.0% | $2,381-41.8% |
| Participant deferral / active EE | $2,289 | $5,240-56.3% | $6,426-64.4% | $3,470-34.0% |
| Admin fee / account holder | $82 | $5,519-98.5% | $9,284-99.1% | $4,888-98.3% |