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 | $42,615 | $158,817-73.2% | $121,196-64.8% | $135,375-68.5% |
| Participation rate | 80.0% | 79.3%+0.7pp | 71.7%+8.3pp | 82.6%-2.6pp |
| Annual return | -16.30% | -0.64%-15.7pp | 16.93%-33.2pp | 519.73%-536.0pp |
| Employer contribution / active EE | $826 | $5,665-85.4% | $4,022-79.5% | $4,779-82.7% |
| Participant deferral / active EE | $1,298 | $4,005-67.6% | $3,344-61.2% | $5,609-76.9% |
| Admin fee / account holder | $15 | $6,512-99.8% | $5,019-99.7% | $10,827-99.9% |