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 | $42,328 | $82,032-48.4% | $123,104-65.6% | $59,632-29.0% |
| Participation rate | 78.6% | 83.2%-4.6pp | 86.8%-8.2pp | 68.7%+9.9pp |
| Annual return | -4.35% | 5.12%-9.5pp | 13.22%-17.6pp | 2041.28%-2045.6pp |
| Employer contribution / active EE | $1,602 | $3,297-51.4% | $5,151-68.9% | $2,203-27.3% |
| Participant deferral / active EE | $4,702 | $4,667+0.8% | $6,230-24.5% | $3,192+47.3% |
| Admin fee / account holder | $139 | $5,881-97.6% | $9,015-98.5% | $4,297-96.8% |