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 | $82,742 | $167,307-50.5% | $143,757-42.4% | $134,475-38.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -22.26% | 0.46%-22.7pp | -0.04%-22.2pp | 417.96%-440.2pp |
| Employer contribution / active EE | $6,679 | $5,619+18.9% | $4,951+34.9% | $4,740+40.9% |
| Participant deferral / active EE | $2,972 | $6,446-53.9% | $5,637-47.3% | $6,400-53.6% |
| Admin fee / account holder | $135 | $18,088-99.3% | $14,673-99.1% | $11,426-98.8% |