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 | $26,036 | $71,883-63.8% | $86,677-70.0% | $68,494-62.0% |
| Participation rate | 90.6% | 72.2%+18.4pp | 76.6%+14.0pp | 67.9%+22.7pp |
| Annual return | -19.40% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $886 | $2,173-59.2% | $2,836-68.8% | $2,596-65.9% |
| Participant deferral / active EE | $3,104 | $3,779-17.9% | $4,656-33.3% | $4,027-22.9% |
| Admin fee / account holder | $222 | $6,112-96.4% | $7,493-97.0% | $5,403-95.9% |