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 | $26,143 | $69,518-62.4% | $59,878-56.3% | $135,375-80.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.93% | 7.94%-17.9pp | 3.46%-13.4pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,421 | $3,235-25.2% | $2,722-11.1% | $4,779-49.3% |
| Participant deferral / active EE | $9,732 | $4,206+131.4% | $3,402+186.1% | $5,609+73.5% |
| Admin fee / account holder | $11 | $5,734-99.8% | $3,590-99.7% | $10,827-99.9% |