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 | $73,673 | $167,307-56.0% | $143,757-48.8% | $134,475-45.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.55% | 0.46%-23.0pp | -0.04%-22.5pp | 417.96%-440.5pp |
| Employer contribution / active EE | $4,655 | $5,619-17.2% | $4,951-6.0% | $4,740-1.8% |
| Participant deferral / active EE | $6,853 | $6,446+6.3% | $5,637+21.6% | $6,400+7.1% |
| Admin fee / account holder | $32 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |