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 | $23,528 | $76,000-69.0% | $154,107-84.7% | $64,186-63.3% |
| Participation rate | 70.6% | 70.4%+0.2pp | 83.0%-12.4pp | 69.6%+1.0pp |
| Annual return | -9.39% | 30.32%-39.7pp | 735.12%-744.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,613 | $3,351-51.9% | $5,298-69.6% | $2,381-32.3% |
| Participant deferral / active EE | $2,286 | $3,175-28.0% | $5,081-55.0% | $3,470-34.1% |
| Admin fee / account holder | $63 | $5,596-98.9% | $13,411-99.5% | $4,888-98.7% |