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 | $30,022 | $168,632-82.2% | $147,614-79.7% | $125,391-76.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -7.33% | 77.65%-85.0pp | 61.98%-69.3pp | 282.22%-289.6pp |
| Employer contribution / active EE | $1,518 | $6,252-75.7% | $5,564-72.7% | $4,866-68.8% |
| Participant deferral / active EE | $6,952 | $5,507+26.2% | $4,895+42.0% | $5,352+29.9% |
| Admin fee / account holder | $190 | $13,580-98.6% | $11,611-98.4% | $9,540-98.0% |