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 7-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 | $11,570 | $73,867-84.3% | $143,757-92.0% | $68,494-83.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.27% | 1.01%-21.3pp | -0.04%-20.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,907 | $3,184-40.1% | $4,951-61.5% | $2,596-26.6% |
| Participant deferral / active EE | $3,131 | $3,384-7.5% | $5,637-44.5% | $4,027-22.3% |
| Admin fee / account holder | $258 | $5,755-95.5% | $14,673-98.2% | $5,403-95.2% |