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 | $83,094 | $110,094-24.5% | $151,611-45.2% | $68,494+21.3% |
| Participation rate | 76.7% | 84.0%-7.3pp | 87.5%-10.8pp | 67.9%+8.8pp |
| Annual return | -22.04% | -10.12%-11.9pp | 3.33%-25.4pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,641 | $4,471-63.3% | $6,166-73.4% | $2,596-36.8% |
| Participant deferral / active EE | $3,669 | $6,527-43.8% | $8,363-56.1% | $4,027-8.9% |
| Admin fee / account holder | $133 | $7,719-98.3% | $11,616-98.9% | $5,403-97.5% |