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 | $32,193 | $52,681-38.9% | $75,781-57.5% | $59,632-46.0% |
| Participation rate | 91.2% | 67.2%+23.9pp | 75.8%+15.4pp | 68.7%+22.5pp |
| Annual return | -8.99% | 2.95%-11.9pp | 9.68%-18.7pp | 2041.28%-2050.3pp |
| Employer contribution / active EE | $10,232 | $2,193+366.5% | $3,323+207.9% | $2,203+364.5% |
| Participant deferral / active EE | $2,333 | $2,591-9.9% | $3,651-36.1% | $3,192-26.9% |
| Admin fee / account holder | $17 | $3,610-99.5% | $5,299-99.7% | $4,297-99.6% |