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 | $27,201 | $96,557-71.8% | $80,975-66.4% | $273,961-90.1% |
| Participation rate | 81.0% | 79.1%+1.9pp | 75.8%+5.1pp | 83.0%-2.1pp |
| Annual return | -0.57% | 15.14%-15.7pp | 17.10%-17.7pp | 41.45%-42.0pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,507 | $6,598-62.0% | $5,696-56.0% | $5,287-52.6% |
| Admin fee / account holder | $30 | $7,492-99.6% | $5,516-99.4% | $10,132-99.7% |