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 | $43,429 | $76,552-43.3% | $123,892-64.9% | $62,891-30.9% |
| Participation rate | 90.2% | 73.0%+17.2pp | 81.4%+8.8pp | 69.3%+20.9pp |
| Annual return | -1.64% | 18.68%-20.3pp | 47.52%-49.2pp | 20.14%-21.8pp |
| Employer contribution / active EE | $2,970 | $2,883+3.0% | $4,617-35.7% | $2,281+30.2% |
| Participant deferral / active EE | $6,607 | $4,840+36.5% | $5,984+10.4% | $3,203+106.3% |
| Admin fee / account holder | $12 | $4,826-99.7% | $8,357-99.9% | $4,296-99.7% |