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 | $50,784 | $56,277-9.8% | $80,975-37.3% | $62,891-19.3% |
| Participation rate | 97.7% | 69.0%+28.8pp | 75.8%+21.9pp | 69.3%+28.4pp |
| Annual return | 5.34% | 22.12%-16.8pp | 17.10%-11.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,029 | $1,943-47.0% | $3,714-72.3% | $2,281-54.9% |
| Participant deferral / active EE | $5,540 | $4,195+32.1% | $5,696-2.7% | $3,203+73.0% |
| Admin fee / account holder | $0 | $3,741-100.0% | $5,516-100.0% | $4,296-100.0% |