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 | $25,801 | $77,813-66.8% | $123,544-79.1% | $64,186-59.8% |
| Participation rate | 95.2% | 74.7%+20.5pp | 82.3%+12.9pp | 69.6%+25.7pp |
| Annual return | -9.84% | 12.48%-22.3pp | 119.20%-129.0pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,712 | $3,014-43.2% | $4,628-63.0% | $2,381-28.1% |
| Participant deferral / active EE | $3,928 | $5,240-25.0% | $6,426-38.9% | $3,470+13.2% |
| Admin fee / account holder | $222 | $5,519-96.0% | $9,284-97.6% | $4,888-95.5% |