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 | $59,564 | $71,883-17.1% | $86,677-31.3% | $68,494-13.0% |
| Participation rate | 94.1% | 72.2%+21.9pp | 76.6%+17.5pp | 67.9%+26.2pp |
| Annual return | -19.74% | 3.52%-23.3pp | 35.91%-55.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $3,088 | $2,173+42.1% | $2,836+8.9% | $2,596+18.9% |
| Participant deferral / active EE | $2,477 | $3,779-34.5% | $4,656-46.8% | $4,027-38.5% |
| Admin fee / account holder | $34 | $6,112-99.4% | $7,493-99.5% | $5,403-99.4% |