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 | $88,411 | $167,307-47.2% | $143,757-38.5% | $134,475-34.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -20.20% | 0.46%-20.7pp | -0.04%-20.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,370 | $5,619-75.6% | $4,951-72.3% | $4,740-71.1% |
| Participant deferral / active EE | $4,593 | $6,446-28.7% | $5,637-18.5% | $6,400-28.2% |
| Admin fee / account holder | $127 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |