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 | $35,451 | $98,240-63.9% | $82,313-56.9% | $147,584-76.0% |
| Participation rate | 87.0% | 79.7%+7.2pp | 76.9%+10.1pp | 82.8%+4.1pp |
| Annual return | -5.43% | 30.85%-36.3pp | 25.88%-31.3pp | 578.55%-584.0pp |
| Employer contribution / active EE | $1,175 | $3,192-63.2% | $2,428-51.6% | $4,876-75.9% |
| Participant deferral / active EE | $2,560 | $4,383-41.6% | $3,706-30.9% | $5,439-52.9% |
| Admin fee / account holder | $43 | $8,563-99.5% | $5,608-99.2% | $10,885-99.6% |