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 | $49,586 | $57,016-13.0% | $84,966-41.6% | $80,856-38.7% |
| Participation rate | 98.7% | 56.3%+42.3pp | 67.5%+31.2pp | 67.6%+31.0pp |
| Annual return | 0.00% | 21.66%-21.7pp | 66.38%-66.4pp | 35.59%-35.6pp |
| Employer contribution / active EE | $3,690 | $1,798+105.3% | $2,727+35.3% | $2,755+33.9% |
| Participant deferral / active EE | $4,018 | $3,110+29.2% | $4,519-11.1% | $4,296-6.5% |
| Admin fee / account holder | $0 | $4,980-100.0% | $6,149-100.0% | $6,918-100.0% |