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 | $17,856 | $45,863-61.1% | $77,024-76.8% | $68,494-73.9% |
| Participation rate | 94.4% | 55.9%+38.5pp | 67.9%+26.5pp | 67.9%+26.6pp |
| Annual return | -21.02% | 1.72%-22.7pp | 42.32%-63.3pp | -7.84%-13.2pp |
| Employer contribution / active EE | $906 | $1,650-45.1% | $2,812-67.8% | $2,596-65.1% |
| Participant deferral / active EE | $2,303 | $2,962-22.3% | $4,426-48.0% | $4,027-42.8% |
| Admin fee / account holder | $6 | $3,041-99.8% | $5,425-99.9% | $5,403-99.9% |