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 | $32,472 | $81,625-60.2% | $58,482-44.5% | $139,434-76.7% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.9pp | 80.3%+5.4pp |
| Annual return | -8.96% | 7404.20%-7413.2pp | 4239.32%-4248.3pp | 372.94%-381.9pp |
| Employer contribution / active EE | $255 | $1,398-81.7% | $1,053-75.7% | $4,751-94.6% |
| Participant deferral / active EE | $255 | $2,557-90.0% | $1,924-86.7% | $6,710-96.2% |
| Admin fee / account holder | $206 | $3,265-93.7% | $2,516-91.8% | $11,403-98.2% |