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 | $28,918 | $57,354-49.6% | $83,848-65.5% | $64,186-54.9% |
| Participation rate | 77.8% | 68.6%+9.2pp | 76.1%+1.6pp | 69.6%+8.2pp |
| Annual return | -9.79% | 11.38%-21.2pp | 850.88%-860.7pp | 7.63%-17.4pp |
| Employer contribution / active EE | $3,048 | $2,545+19.8% | $3,631-16.0% | $2,381+28.0% |
| Participant deferral / active EE | $5,603 | $2,993+87.2% | $4,082+37.3% | $3,470+61.5% |
| Admin fee / account holder | $284 | $4,046-93.0% | $5,478-94.8% | $4,888-94.2% |