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 | $21,405 | $87,540-75.5% | $75,781-71.8% | $125,391-82.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -5.64% | 13.48%-19.1pp | 9.68%-15.3pp | 282.22%-287.9pp |
| Employer contribution / active EE | $1,750 | $3,930-55.5% | $3,323-47.3% | $4,866-64.0% |
| Participant deferral / active EE | $1,685 | $4,229-60.2% | $3,651-53.9% | $5,352-68.5% |
| Admin fee / account holder | $107 | $6,502-98.4% | $5,299-98.0% | $9,540-98.9% |