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 | $58,493 | $57,354+2.0% | $83,848-30.2% | $64,186-8.9% |
| Participation rate | 74.3% | 68.6%+5.7pp | 76.1%-1.9pp | 69.6%+4.7pp |
| Annual return | -9.36% | 11.38%-20.7pp | 850.88%-860.2pp | 7.63%-17.0pp |
| Employer contribution / active EE | $7,067 | $2,545+177.7% | $3,631+94.6% | $2,381+196.8% |
| Participant deferral / active EE | $3,187 | $2,993+6.5% | $4,082-21.9% | $3,470-8.1% |
| Admin fee / account holder | $66 | $4,046-98.4% | $5,478-98.8% | $4,888-98.6% |