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 | $15,290 | $54,726-72.1% | $68,793-77.8% | $64,186-76.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -10.02% | -1.62%-8.4pp | -4.63%-5.4pp | 7.63%-17.7pp |
| Employer contribution / active EE | $5,606 | $1,846+203.7% | $2,625+113.5% | $2,381+135.5% |
| Participant deferral / active EE | $3,079 | $2,626+17.2% | $3,311-7.0% | $3,470-11.3% |
| Admin fee / account holder | $223 | $4,027-94.5% | $5,131-95.7% | $4,888-95.4% |