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 | $18,193 | $49,177-63.0% | $79,464-77.1% | $64,186-71.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -10.21% | -1.16%-9.1pp | 718.14%-728.4pp | 7.63%-17.8pp |
| Employer contribution / active EE | $2,793 | $2,076+34.5% | $2,800-0.3% | $2,381+17.3% |
| Participant deferral / active EE | $1,442 | $2,821-48.9% | $3,704-61.1% | $3,470-58.4% |
| Admin fee / account holder | $216 | $3,839-94.4% | $5,113-95.8% | $4,888-95.6% |