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 | $40,806 | $49,177-17.0% | $79,464-48.6% | $64,186-36.4% |
| Participation rate | 77.8% | 65.0%+12.7pp | 73.3%+4.4pp | 69.6%+8.2pp |
| Annual return | -8.43% | -1.16%-7.3pp | 718.14%-726.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,268 | $2,076-38.9% | $2,800-54.7% | $2,381-46.7% |
| Participant deferral / active EE | $2,535 | $2,821-10.2% | $3,704-31.6% | $3,470-26.9% |
| Admin fee / account holder | $29 | $3,839-99.2% | $5,113-99.4% | $4,888-99.4% |