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 | $37,537 | $71,883-47.8% | $86,677-56.7% | $68,494-45.2% |
| Participation rate | 96.3% | 72.2%+24.1pp | 76.6%+19.7pp | 67.9%+28.4pp |
| Annual return | -19.18% | 3.52%-22.7pp | 35.91%-55.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $687 | $2,173-68.4% | $2,836-75.8% | $2,596-73.5% |
| Participant deferral / active EE | $2,418 | $3,779-36.0% | $4,656-48.1% | $4,027-40.0% |
| Admin fee / account holder | $186 | $6,112-97.0% | $7,493-97.5% | $5,403-96.6% |