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 | $41,507 | $45,566-8.9% | $64,105-35.3% | $59,632-30.4% |
| Participation rate | 74.2% | 60.2%+14.0pp | 68.2%+6.0pp | 68.7%+5.5pp |
| Annual return | -5.44% | 4.95%-10.4pp | 791.24%-796.7pp | 2041.28%-2046.7pp |
| Employer contribution / active EE | $610 | $934-34.7% | $1,820-66.5% | $2,203-72.3% |
| Participant deferral / active EE | $2,579 | $2,057+25.4% | $2,822-8.6% | $3,192-19.2% |
| Admin fee / account holder | $245 | $3,268-92.5% | $4,499-94.5% | $4,297-94.3% |