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 | $73,223 | $67,331+8.8% | $60,874+20.3% | $134,475-45.5% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.1%+16.9pp | 81.2%+8.8pp |
| Annual return | -25.23% | 49.93%-75.2pp | 16.90%-42.1pp | 417.96%-443.2pp |
| Employer contribution / active EE | $1,228 | $3,096-60.3% | $2,701-54.5% | $4,740-74.1% |
| Participant deferral / active EE | $4,769 | $4,538+5.1% | $3,817+24.9% | $6,400-25.5% |
| Admin fee / account holder | $8 | $4,582-99.8% | $3,224-99.7% | $11,426-99.9% |