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 | $38,464 | $81,900-53.0% | $119,609-67.8% | $68,494-43.8% |
| Participation rate | 96.9% | 71.9%+25.0pp | 79.3%+17.6pp | 67.9%+29.0pp |
| Annual return | -21.64% | -23.82%+2.2pp | -14.97%-6.7pp | -7.84%-13.8pp |
| Employer contribution / active EE | $2,931 | $2,693+8.8% | $4,232-30.7% | $2,596+12.9% |
| Participant deferral / active EE | $8,834 | $4,148+113.0% | $5,602+57.7% | $4,027+119.4% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |