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 | $58,155 | $211,958-72.6% | $169,463-65.7% | $135,375-57.0% |
| Participation rate | 92.3% | 82.6%+9.7pp | 77.8%+14.5pp | 82.6%+9.7pp |
| Annual return | -10.18% | 3.26%-13.4pp | 1.83%-12.0pp | 519.73%-529.9pp |
| Employer contribution / active EE | $11,473 | $5,120+124.1% | $4,159+175.9% | $4,779+140.1% |
| Participant deferral / active EE | $9,133 | $6,075+50.3% | $5,277+73.1% | $5,609+62.8% |
| Admin fee / account holder | $16 | $11,471-99.9% | $9,109-99.8% | $10,827-99.8% |