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 | $30,218 | $131,829-77.1% | $108,579-72.2% | $273,961-89.0% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.6%+5.0pp | 83.0%+1.6pp |
| Annual return | -0.62% | -91.57%+90.9pp | -51.70%+51.1pp | 41.45%-42.1pp |
| Employer contribution / active EE | $1,260 | $4,912-74.4% | $3,758-66.5% | $4,869-74.1% |
| Participant deferral / active EE | $2,214 | $5,127-56.8% | $4,311-48.6% | $5,287-58.1% |
| Admin fee / account holder | $253 | $10,252-97.5% | $7,645-96.7% | $10,132-97.5% |