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 | $29,049 | $56,484-48.6% | $169,463-82.9% | $64,186-54.7% |
| Participation rate | 71.8% | 64.5%+7.2pp | 77.8%-6.0pp | 69.6%+2.2pp |
| Annual return | -8.65% | -1.55%-7.1pp | 1.83%-10.5pp | 7.63%-16.3pp |
| Employer contribution / active EE | $3,301 | $1,832+80.2% | $4,159-20.6% | $2,381+38.7% |
| Participant deferral / active EE | $5,545 | $3,448+60.8% | $5,277+5.1% | $3,470+59.8% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,109-100.0% | $4,888-100.0% |