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 | $35,632 | $57,354-37.9% | $83,848-57.5% | $64,186-44.5% |
| Participation rate | 80.0% | 68.6%+11.4pp | 76.1%+3.9pp | 69.6%+10.4pp |
| Annual return | -11.43% | 11.38%-22.8pp | 850.88%-862.3pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,878 | $2,545-26.2% | $3,631-48.3% | $2,381-21.1% |
| Participant deferral / active EE | $5,257 | $2,993+75.6% | $4,082+28.8% | $3,470+51.5% |
| Admin fee / account holder | $233 | $4,046-94.2% | $5,478-95.8% | $4,888-95.2% |