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 | $39,743 | $92,222-56.9% | $76,768-48.2% | $135,375-70.6% |
| Participation rate | 72.7% | 79.8%-7.0pp | 77.0%-4.2pp | 82.6%-9.9pp |
| Annual return | -9.22% | 5.46%-14.7pp | 2.43%-11.6pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,635 | $3,216-49.2% | $2,485-34.2% | $4,779-65.8% |
| Participant deferral / active EE | $4,161 | $4,509-7.7% | $3,852+8.0% | $5,609-25.8% |
| Admin fee / account holder | $107 | $10,748-99.0% | $6,675-98.4% | $10,827-99.0% |