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 | $41,640 | $167,307-75.1% | $143,757-71.0% | $134,475-69.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -20.28% | 0.46%-20.7pp | -0.04%-20.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,143 | $5,619-61.9% | $4,951-56.7% | $4,740-54.8% |
| Participant deferral / active EE | $5,405 | $6,446-16.1% | $5,637-4.1% | $6,400-15.5% |
| Admin fee / account holder | $146 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |