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 | $28,741 | $62,586-54.1% | $76,768-62.6% | $64,186-55.2% |
| Participation rate | 88.6% | 72.8%+15.8pp | 77.0%+11.6pp | 69.6%+19.0pp |
| Annual return | -8.65% | -1.95%-6.7pp | 2.43%-11.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,984 | $1,832+8.3% | $2,485-20.2% | $2,381-16.7% |
| Participant deferral / active EE | $3,268 | $3,145+3.9% | $3,852-15.2% | $3,470-5.8% |
| Admin fee / account holder | $138 | $4,667-97.0% | $6,675-97.9% | $4,888-97.2% |