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 | $20,473 | $75,828-73.0% | $147,614-86.1% | $59,632-65.7% |
| Participation rate | 85.7% | 71.6%+14.1pp | 84.6%+1.1pp | 68.7%+17.0pp |
| Annual return | -6.50% | 0.37%-6.9pp | 61.98%-68.5pp | 2041.28%-2047.8pp |
| Employer contribution / active EE | $1,738 | $3,485-50.1% | $5,564-68.8% | $2,203-21.1% |
| Participant deferral / active EE | $2,595 | $3,130-17.1% | $4,895-47.0% | $3,192-18.7% |
| Admin fee / account holder | $224 | $5,985-96.2% | $11,611-98.1% | $4,297-94.8% |