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 | $83,957 | $105,860-20.7% | $90,749-7.5% | $134,475-37.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -22.79% | -11.01%-11.8pp | -12.16%-10.6pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,407 | $3,462-30.5% | $2,921-17.6% | $4,740-49.2% |
| Participant deferral / active EE | $4,288 | $5,216-17.8% | $4,564-6.1% | $6,400-33.0% |
| Admin fee / account holder | $222 | $13,938-98.4% | $8,445-97.4% | $11,426-98.1% |