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 | $62,619 | $167,307-62.6% | $143,757-56.4% | $134,475-53.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.30% | 0.46%-21.8pp | -0.04%-21.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,679 | $5,619-70.1% | $4,951-66.1% | $4,740-64.6% |
| Participant deferral / active EE | $7,878 | $6,446+22.2% | $5,637+39.8% | $6,400+23.1% |
| Admin fee / account holder | $63 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |