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 | $30,207 | $45,566-33.7% | $64,105-52.9% | $59,632-49.3% |
| Participation rate | 79.2% | 60.2%+19.1pp | 68.2%+11.1pp | 68.7%+10.6pp |
| Annual return | -3.41% | 4.95%-8.4pp | 791.24%-794.6pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $1,272 | $934+36.2% | $1,820-30.1% | $2,203-42.3% |
| Participant deferral / active EE | $2,786 | $2,057+35.4% | $2,822-1.3% | $3,192-12.7% |
| Admin fee / account holder | $264 | $3,268-91.9% | $4,499-94.1% | $4,297-93.9% |