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 | $32,105 | $111,724-71.3% | $93,606-65.7% | $145,922-78.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 4.41% | 202.98%-198.6pp | 133.20%-128.8pp | 561.29%-556.9pp |
| Employer contribution / active EE | $1,836 | $3,090-40.6% | $2,420-24.1% | $4,660-60.6% |
| Participant deferral / active EE | $2,144 | $4,912-56.3% | $4,411-51.4% | $6,688-67.9% |
| Admin fee / account holder | $50 | $10,250-99.5% | $8,285-99.4% | $13,397-99.6% |