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 6-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 | $28,594 | $73,867-61.3% | $143,757-80.1% | $68,494-58.3% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -19.90% | 1.01%-20.9pp | -0.04%-19.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,111 | $3,184-65.1% | $4,951-77.6% | $2,596-57.2% |
| Participant deferral / active EE | $2,354 | $3,384-30.5% | $5,637-58.2% | $4,027-41.6% |
| Admin fee / account holder | $129 | $5,755-97.8% | $14,673-99.1% | $5,403-97.6% |