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 | $57,224 | $99,032-42.2% | $80,019-28.5% | $135,375-57.7% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -9.79% | 15.39%-25.2pp | 11.22%-21.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,511 | $3,043-17.5% | $2,468+1.8% | $4,779-47.4% |
| Participant deferral / active EE | $5,669 | $4,282+32.4% | $3,686+53.8% | $5,609+1.1% |
| Admin fee / account holder | $150 | $10,436-98.6% | $6,521-97.7% | $10,827-98.6% |