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 | $42,926 | $90,503-52.6% | $78,689-45.4% | $273,961-84.3% |
| Participation rate | 72.7% | 76.5%-3.8pp | 73.6%-0.8pp | 83.0%-10.3pp |
| Annual return | -2.62% | 75.60%-78.2pp | 62.18%-64.8pp | 41.45%-44.1pp |
| Employer contribution / active EE | $1,700 | $3,176-46.5% | $2,851-40.4% | $4,869-65.1% |
| Participant deferral / active EE | $4,082 | $3,901+4.6% | $3,517+16.1% | $5,287-22.8% |
| Admin fee / account holder | $245 | $5,263-95.4% | $4,510-94.6% | $10,132-97.6% |