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 | $41,142 | $46,553-11.6% | $64,056-35.8% | $75,163-45.3% |
| Participation rate | 83.0% | 65.9%+17.0pp | 72.3%+10.7pp | 67.2%+15.8pp |
| Annual return | 0.96% | 26.03%-25.1pp | 33.69%-32.7pp | 160.62%-159.7pp |
| Employer contribution / active EE | $743 | $1,974-62.4% | $2,747-72.9% | $2,670-72.2% |
| Participant deferral / active EE | $1,943 | $2,837-31.5% | $3,880-49.9% | $4,125-52.9% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |