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 | $132,471 | $167,307-20.8% | $143,757-7.9% | $134,475-1.5% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -21.72% | 0.46%-22.2pp | -0.04%-21.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $6,401 | $5,619+13.9% | $4,951+29.3% | $4,740+35.0% |
| Participant deferral / active EE | $4,326 | $6,446-32.9% | $5,637-23.2% | $6,400-32.4% |
| Admin fee / account holder | $21 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |