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 | $27,912 | $73,867-62.2% | $143,757-80.6% | $68,494-59.2% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.8pp | 67.9%+29.2pp |
| Annual return | -21.76% | 1.01%-22.8pp | -0.04%-21.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $5,967 | $3,184+87.4% | $4,951+20.5% | $2,596+129.8% |
| Participant deferral / active EE | $2,465 | $3,384-27.2% | $5,637-56.3% | $4,027-38.8% |
| Admin fee / account holder | $101 | $5,755-98.3% | $14,673-99.3% | $5,403-98.1% |