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 6-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 | $29,784 | $58,512-49.1% | $84,015-64.5% | $72,985-59.2% |
| Participation rate | 70.4% | 61.2%+9.1pp | 69.0%+1.4pp | 69.5%+0.9pp |
| Annual return | 3.49% | 28.93%-25.4pp | 71.31%-67.8pp | 81.00%-77.5pp |
| Employer contribution / active EE | $4,047 | $1,163+248.0% | $1,983+104.0% | $2,440+65.9% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $179 | $4,569-96.1% | $6,101-97.1% | $5,124-96.5% |