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 | $31,441 | $54,350-42.2% | $82,719-62.0% | $68,494-54.1% |
| Participation rate | 86.7% | 63.9%+22.7pp | 72.6%+14.1pp | 67.9%+18.8pp |
| Annual return | -23.58% | -13.67%-9.9pp | 701.18%-724.8pp | -7.84%-15.7pp |
| Employer contribution / active EE | $1,086 | $2,218-51.0% | $3,009-63.9% | $2,596-58.2% |
| Participant deferral / active EE | $2,118 | $3,246-34.7% | $4,395-51.8% | $4,027-47.4% |
| Admin fee / account holder | $61 | $4,395-98.6% | $5,329-98.9% | $5,403-98.9% |