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 | $46,169 | $167,307-72.4% | $143,757-67.9% | $134,475-65.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -21.88% | 0.46%-22.3pp | -0.04%-21.8pp | 417.96%-439.8pp |
| Employer contribution / active EE | $2,796 | $5,619-50.2% | $4,951-43.5% | $4,740-41.0% |
| Participant deferral / active EE | $8,273 | $6,446+28.3% | $5,637+46.8% | $6,400+29.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |