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 | $63,613 | $76,000-16.3% | $154,107-58.7% | $64,186-0.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -9.55% | 30.32%-39.9pp | 735.12%-744.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $2,148 | $3,351-35.9% | $5,298-59.5% | $2,381-9.8% |
| Participant deferral / active EE | $5,442 | $3,175+71.4% | $5,081+7.1% | $3,470+56.9% |
| Admin fee / account holder | $203 | $5,596-96.4% | $13,411-98.5% | $4,888-95.8% |