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 | $31,129 | $49,177-36.7% | $79,464-60.8% | $64,186-51.5% |
| Participation rate | 78.3% | 65.0%+13.2pp | 73.3%+4.9pp | 69.6%+8.7pp |
| Annual return | -8.79% | -1.16%-7.6pp | 718.14%-726.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,931 | $2,076+41.2% | $2,800+4.7% | $2,381+23.1% |
| Participant deferral / active EE | $5,055 | $2,821+79.2% | $3,704+36.5% | $3,470+45.7% |
| Admin fee / account holder | $24 | $3,839-99.4% | $5,113-99.5% | $4,888-99.5% |