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 | $33,290 | $62,586-46.8% | $76,768-56.6% | $64,186-48.1% |
| Participation rate | 71.7% | 72.8%-1.1pp | 77.0%-5.2pp | 69.6%+2.2pp |
| Annual return | -10.11% | -1.95%-8.2pp | 2.43%-12.5pp | 7.63%-17.7pp |
| Employer contribution / active EE | $605 | $1,832-67.0% | $2,485-75.6% | $2,381-74.6% |
| Participant deferral / active EE | $2,105 | $3,145-33.1% | $3,852-45.3% | $3,470-39.3% |
| Admin fee / account holder | $193 | $4,667-95.9% | $6,675-97.1% | $4,888-96.0% |