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 | $31,265 | $93,024-66.4% | $77,024-59.4% | $134,475-76.8% |
| Participation rate | 92.3% | 74.5%+17.8pp | 67.9%+24.4pp | 81.2%+11.1pp |
| Annual return | -22.74% | 62.60%-85.3pp | 42.32%-65.1pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,991 | $3,418-41.7% | $2,812-29.2% | $4,740-58.0% |
| Participant deferral / active EE | $3,401 | $5,238-35.1% | $4,426-23.2% | $6,400-46.8% |
| Admin fee / account holder | $156 | $6,944-97.8% | $5,425-97.1% | $11,426-98.6% |