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 | $41,319 | $61,660-33.0% | $80,019-48.4% | $64,186-35.6% |
| Participation rate | 86.0% | 71.7%+14.3pp | 75.8%+10.1pp | 69.6%+16.4pp |
| Annual return | -7.89% | -0.33%-7.6pp | 11.22%-19.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,404 | $1,810-22.5% | $2,468-43.1% | $2,381-41.0% |
| Participant deferral / active EE | $3,742 | $2,968+26.1% | $3,686+1.5% | $3,470+7.8% |
| Admin fee / account holder | $287 | $5,417-94.7% | $6,521-95.6% | $4,888-94.1% |