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 | $43,831 | $109,327-59.9% | $89,391-51.0% | $158,922-72.4% |
| Participation rate | 84.6% | 74.3%+10.4pp | 68.0%+16.6pp | 82.0%+2.7pp |
| Annual return | 1.89% | 345.68%-343.8pp | 245.62%-243.7pp | 302.83%-300.9pp |
| Employer contribution / active EE | $1,934 | $3,170-39.0% | $2,586-25.2% | $4,761-59.4% |
| Participant deferral / active EE | $3,291 | $4,598-28.4% | $3,890-15.4% | $5,982-45.0% |
| Admin fee / account holder | $199 | $6,153-96.8% | $4,881-95.9% | $11,246-98.2% |