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 | $227,582 | $167,307+36.0% | $143,757+58.3% | $134,475+69.2% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -24.27% | 0.46%-24.7pp | -0.04%-24.2pp | 417.96%-442.2pp |
| Employer contribution / active EE | $2,887 | $5,619-48.6% | $4,951-41.7% | $4,740-39.1% |
| Participant deferral / active EE | $9,443 | $6,446+46.5% | $5,637+67.5% | $6,400+47.5% |
| Admin fee / account holder | $105 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |