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 | $77,026 | $72,404+6.4% | $110,238-30.1% | $64,186+20.0% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | -7.89% | -6.29%-1.6pp | 314.74%-322.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $669 | $2,282-70.7% | $3,826-82.5% | $2,381-71.9% |
| Participant deferral / active EE | $1,921 | $3,469-44.6% | $4,672-58.9% | $3,470-44.6% |
| Admin fee / account holder | $191 | $5,664-96.6% | $8,547-97.8% | $4,888-96.1% |