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 | $34,017 | $72,177-52.9% | $115,037-70.4% | $59,632-43.0% |
| Participation rate | 80.6% | 72.6%+8.1pp | 81.4%-0.7pp | 68.7%+12.0pp |
| Annual return | -10.55% | 12.02%-22.6pp | 26.14%-36.7pp | 2041.28%-2051.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,116 | $4,783+90.6% | $6,026+51.3% | $3,192+185.6% |
| Admin fee / account holder | $65 | $4,927-98.7% | $8,175-99.2% | $4,297-98.5% |