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 | $19,284 | $93,024-79.3% | $77,024-75.0% | $134,475-85.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -22.18% | 62.60%-84.8pp | 42.32%-64.5pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,015 | $3,418-70.3% | $2,812-63.9% | $4,740-78.6% |
| Participant deferral / active EE | $1,484 | $5,238-71.7% | $4,426-66.5% | $6,400-76.8% |
| Admin fee / account holder | $130 | $6,944-98.1% | $5,425-97.6% | $11,426-98.9% |