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 3-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 | $80,495 | $79,944+0.7% | $98,439-18.2% | $75,163+7.1% |
| Participation rate | 95.3% | 70.4%+25.0pp | 75.2%+20.2pp | 67.2%+28.2pp |
| Annual return | 0.07% | 19.75%-19.7pp | 21.16%-21.1pp | 160.62%-160.5pp |
| Employer contribution / active EE | $3,117 | $2,264+37.7% | $3,048+2.3% | $2,670+16.7% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $6,840-100.0% | $8,948-100.0% | $5,651-100.0% |