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 | $20,875 | $42,894-51.3% | $60,874-65.7% | $68,494-69.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -19.67% | -13.98%-5.7pp | 16.90%-36.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,682 | $1,978+35.6% | $2,701-0.7% | $2,596+3.3% |
| Participant deferral / active EE | $2,066 | $2,867-27.9% | $3,817-45.9% | $4,027-48.7% |
| Admin fee / account holder | $248 | $3,101-92.0% | $3,224-92.3% | $5,403-95.4% |