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 | $39,731 | $82,286-51.7% | $68,791-42.2% | $134,475-70.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.61% | -2.19%-19.4pp | -6.38%-15.2pp | 417.96%-439.6pp |
| Employer contribution / active EE | $5,177 | $3,301+56.8% | $2,655+95.0% | $4,740+9.2% |
| Participant deferral / active EE | $2,510 | $4,739-47.0% | $3,941-36.3% | $6,400-60.8% |
| Admin fee / account holder | $110 | $6,481-98.3% | $4,932-97.8% | $11,426-99.0% |