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 | $76,077 | $45,863+65.9% | $77,024-1.2% | $68,494+11.1% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -20.50% | 1.72%-22.2pp | 42.32%-62.8pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,832 | $1,650+11.1% | $2,812-34.8% | $2,596-29.4% |
| Participant deferral / active EE | $7,264 | $2,962+145.2% | $4,426+64.1% | $4,027+80.4% |
| Admin fee / account holder | $198 | $3,041-93.5% | $5,425-96.3% | $5,403-96.3% |