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 | $59,768 | $72,404-17.5% | $110,238-45.8% | $64,186-6.9% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | -7.93% | -6.29%-1.6pp | 314.74%-322.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,948 | $2,282-14.6% | $3,826-49.1% | $2,381-18.2% |
| Participant deferral / active EE | $5,378 | $3,469+55.0% | $4,672+15.1% | $3,470+55.0% |
| Admin fee / account holder | $55 | $5,664-99.0% | $8,547-99.4% | $4,888-98.9% |