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 | $46,072 | $167,307-72.5% | $143,757-68.0% | $134,475-65.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.24% | 0.46%-23.7pp | -0.04%-23.2pp | 417.96%-441.2pp |
| Employer contribution / active EE | $2,123 | $5,619-62.2% | $4,951-57.1% | $4,740-55.2% |
| Participant deferral / active EE | $8,233 | $6,446+27.7% | $5,637+46.1% | $6,400+28.6% |
| Admin fee / account holder | $297 | $18,088-98.4% | $14,673-98.0% | $11,426-97.4% |