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 | $25,633 | $73,867-65.3% | $143,757-82.2% | $68,494-62.6% |
| Participation rate | 74.1% | 66.7%+7.4pp | 80.3%-6.2pp | 67.9%+6.2pp |
| Annual return | -33.04% | 1.01%-34.0pp | -0.04%-33.0pp | -7.84%-25.2pp |
| Employer contribution / active EE | $3,045 | $3,184-4.4% | $4,951-38.5% | $2,596+17.3% |
| Participant deferral / active EE | $2,031 | $3,384-40.0% | $5,637-64.0% | $4,027-49.6% |
| Admin fee / account holder | $21 | $5,755-99.6% | $14,673-99.9% | $5,403-99.6% |