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 | $29,050 | $62,586-53.6% | $76,768-62.2% | $64,186-54.7% |
| Participation rate | 70.4% | 72.8%-2.4pp | 77.0%-6.6pp | 69.6%+0.8pp |
| Annual return | -10.87% | -1.95%-8.9pp | 2.43%-13.3pp | 7.63%-18.5pp |
| Employer contribution / active EE | $740 | $1,832-59.6% | $2,485-70.2% | $2,381-68.9% |
| Participant deferral / active EE | $1,933 | $3,145-38.5% | $3,852-49.8% | $3,470-44.3% |
| Admin fee / account holder | $138 | $4,667-97.1% | $6,675-97.9% | $4,888-97.2% |