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 | $17,720 | $77,634-77.2% | $156,549-88.7% | $62,891-71.8% |
| Participation rate | 83.3% | 71.2%+12.1pp | 84.0%-0.7pp | 69.3%+14.0pp |
| Annual return | -0.34% | 50.32%-50.7pp | 32.23%-32.6pp | 20.14%-20.5pp |
| Employer contribution / active EE | $618 | $3,444-82.1% | $5,501-88.8% | $2,281-72.9% |
| Participant deferral / active EE | $1,679 | $3,045-44.9% | $4,871-65.5% | $3,203-47.6% |
| Admin fee / account holder | $239 | $5,561-95.7% | $13,027-98.2% | $4,296-94.4% |