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 | $37,488 | $127,100-70.5% | $105,738-64.5% | $135,375-72.3% |
| Participation rate | 88.2% | 82.7%+5.5pp | 76.3%+11.9pp | 82.6%+5.6pp |
| Annual return | -8.84% | 4.49%-13.3pp | 6.27%-15.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $3,617 | $4,107-11.9% | $3,268+10.7% | $4,779-24.3% |
| Participant deferral / active EE | $5,350 | $5,064+5.6% | $4,080+31.1% | $5,609-4.6% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |