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 | $25,190 | $105,860-76.2% | $90,749-72.2% | $134,475-81.3% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -20.74% | -11.01%-9.7pp | -12.16%-8.6pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,562 | $3,462+2.9% | $2,921+21.9% | $4,740-24.8% |
| Participant deferral / active EE | $6,953 | $5,216+33.3% | $4,564+52.3% | $6,400+8.6% |
| Admin fee / account holder | $177 | $13,938-98.7% | $8,445-97.9% | $11,426-98.5% |