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 | $151,023 | $95,862+57.5% | $79,550+89.8% | $134,475+12.3% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -21.91% | -2.69%-19.2pp | 0.16%-22.1pp | 417.96%-439.9pp |
| Employer contribution / active EE | $2,654 | $3,128-15.1% | $2,413+10.0% | $4,740-44.0% |
| Participant deferral / active EE | $8,452 | $4,693+80.1% | $3,985+112.1% | $6,400+32.1% |
| Admin fee / account holder | $292 | $9,126-96.8% | $6,832-95.7% | $11,426-97.4% |