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 | $52,010 | $59,186-12.1% | $76,768-32.3% | $56,287-7.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -7.06% | 6.62%-13.7pp | 2.43%-9.5pp | -9.96%+2.9pp |
| Employer contribution / active EE | $2,998 | $1,759+70.5% | $2,485+20.6% | $2,111+42.0% |
| Participant deferral / active EE | $6,303 | $3,255+93.6% | $3,852+63.6% | $3,350+88.2% |
| Admin fee / account holder | $235 | $489-51.9% | $6,675-96.5% | $521-54.8% |