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 | $27,663 | $43,327-36.2% | $59,878-53.8% | $64,186-56.9% |
| Participation rate | 92.9% | 69.2%+23.7pp | 74.7%+18.2pp | 69.6%+23.3pp |
| Annual return | -8.98% | -1.55%-7.4pp | 3.46%-12.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $2,321 | $2,028+14.4% | $2,722-14.7% | $2,381-2.5% |
| Participant deferral / active EE | $1,423 | $2,546-44.1% | $3,402-58.2% | $3,470-59.0% |
| Admin fee / account holder | $59 | $3,005-98.0% | $3,590-98.3% | $4,888-98.8% |