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 | $45,611 | $95,193-52.1% | $76,523-40.4% | $135,375-66.3% |
| Participation rate | 92.3% | 74.4%+17.9pp | 68.0%+24.3pp | 82.6%+9.7pp |
| Annual return | -10.46% | 4.85%-15.3pp | -0.27%-10.2pp | 519.73%-530.2pp |
| Employer contribution / active EE | $303 | $3,302-90.8% | $2,647-88.6% | $4,779-93.7% |
| Participant deferral / active EE | $15,215 | $4,639+228.0% | $3,835+296.7% | $5,609+171.3% |
| Admin fee / account holder | $65 | $6,249-99.0% | $4,848-98.7% | $10,827-99.4% |