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 | $31,929 | $93,071-65.7% | $74,583-57.2% | $273,961-88.3% |
| Participation rate | 93.3% | 74.9%+18.4pp | 68.1%+25.2pp | 83.0%+10.3pp |
| Annual return | -4.34% | 26.18%-30.5pp | 20.47%-24.8pp | 41.45%-45.8pp |
| Employer contribution / active EE | $416 | $3,160-86.8% | $2,525-83.5% | $4,869-91.5% |
| Participant deferral / active EE | $1,977 | $4,160-52.5% | $3,458-42.8% | $5,287-62.6% |
| Admin fee / account holder | $52 | $5,272-99.0% | $4,138-98.7% | $10,132-99.5% |