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 | $18,541 | $50,958-63.6% | $74,550-75.1% | $64,186-71.1% |
| Participation rate | 84.0% | 61.1%+22.9pp | 69.1%+14.9pp | 69.6%+14.4pp |
| Annual return | -10.77% | -1.86%-8.9pp | 32.53%-43.3pp | 7.63%-18.4pp |
| Employer contribution / active EE | $1,143 | $1,115+2.5% | $1,961-41.7% | $2,381-52.0% |
| Participant deferral / active EE | $3,068 | $2,301+33.3% | $3,108-1.3% | $3,470-11.6% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |