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 9-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 | $50,216 | $52,681-4.7% | $75,781-33.7% | $59,632-15.8% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.8%+4.2pp | 68.7%+11.3pp |
| Annual return | -3.23% | 2.95%-6.2pp | 9.68%-12.9pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $4,168 | $2,193+90.0% | $3,323+25.4% | $2,203+89.2% |
| Participant deferral / active EE | $3,347 | $2,591+29.2% | $3,651-8.3% | $3,192+4.9% |
| Admin fee / account holder | $7 | $3,610-99.8% | $5,299-99.9% | $4,297-99.8% |