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 | $96,830 | $49,177+96.9% | $79,464+21.9% | $64,186+50.9% |
| Participation rate | 75.4% | 65.0%+10.4pp | 73.3%+2.0pp | 69.6%+5.8pp |
| Annual return | -8.97% | -1.16%-7.8pp | 718.14%-727.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $2,134 | $2,076+2.8% | $2,800-23.8% | $2,381-10.4% |
| Participant deferral / active EE | $6,839 | $2,821+142.4% | $3,704+84.7% | $3,470+97.1% |
| Admin fee / account holder | $17 | $3,839-99.5% | $5,113-99.7% | $4,888-99.6% |