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 | $35,736 | $77,813-54.1% | $123,544-71.1% | $64,186-44.3% |
| Participation rate | 85.2% | 74.7%+10.5pp | 82.3%+2.9pp | 69.6%+15.6pp |
| Annual return | -9.22% | 12.48%-21.7pp | 119.20%-128.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,834 | $3,014-39.1% | $4,628-60.4% | $2,381-23.0% |
| Participant deferral / active EE | $3,313 | $5,240-36.8% | $6,426-48.4% | $3,470-4.5% |
| Admin fee / account holder | $86 | $5,519-98.4% | $9,284-99.1% | $4,888-98.2% |