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 | $26,368 | $75,828-65.2% | $147,614-82.1% | $59,632-55.8% |
| Participation rate | 87.9% | 71.6%+16.3pp | 84.6%+3.3pp | 68.7%+19.2pp |
| Annual return | -16.93% | 0.37%-17.3pp | 61.98%-78.9pp | 2041.28%-2058.2pp |
| Employer contribution / active EE | $450 | $3,485-87.1% | $5,564-91.9% | $2,203-79.6% |
| Participant deferral / active EE | $4,694 | $3,130+50.0% | $4,895-4.1% | $3,192+47.1% |
| Admin fee / account holder | $62 | $5,985-99.0% | $11,611-99.5% | $4,297-98.6% |