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 | $161,909 | $167,307-3.2% | $143,757+12.6% | $134,475+20.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -25.32% | 0.46%-25.8pp | -0.04%-25.3pp | 417.96%-443.3pp |
| Employer contribution / active EE | $1,518 | $5,619-73.0% | $4,951-69.3% | $4,740-68.0% |
| Participant deferral / active EE | $7,505 | $6,446+16.4% | $5,637+33.1% | $6,400+17.3% |
| Admin fee / account holder | $17 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |