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 5-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 | $56,749 | $65,685-13.6% | $57,179-0.8% | $273,961-79.3% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 0.77% | 21.99%-21.2pp | 14.59%-13.8pp | 41.45%-40.7pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,664 | $3,782+23.3% | $3,096+50.7% | $5,287-11.8% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |