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 | $51,369 | $83,908-38.8% | $68,509-25.0% | $125,391-59.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -8.82% | 14.48%-23.3pp | 8.27%-17.1pp | 282.22%-291.0pp |
| Employer contribution / active EE | $1,656 | $3,031-45.4% | $2,278-27.3% | $4,866-66.0% |
| Participant deferral / active EE | $3,693 | $4,125-10.5% | $3,382+9.2% | $5,352-31.0% |
| Admin fee / account holder | $1 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |