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 | $69,366 | $64,839+7.0% | $95,585-27.4% | $84,808-18.2% |
| Participation rate | 71.4% | 63.8%+7.6pp | 72.1%-0.6pp | 68.3%+3.1pp |
| Annual return | 11.28% | -670.96%+682.2pp | 38.56%-27.3pp | 40.90%-29.6pp |
| Employer contribution / active EE | $992 | $1,759-43.6% | $2,527-60.7% | $2,631-62.3% |
| Participant deferral / active EE | $2,883 | $2,965-2.8% | $4,023-28.3% | $4,212-31.5% |
| Admin fee / account holder | $184 | $5,964-96.9% | $6,127-97.0% | $7,344-97.5% |