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 3-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 | $53,120 | $52,681+0.8% | $75,781-29.9% | $59,632-10.9% |
| Participation rate | 93.5% | 67.2%+26.3pp | 75.8%+17.7pp | 68.7%+24.8pp |
| Annual return | -4.23% | 2.95%-7.2pp | 9.68%-13.9pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $4,025 | $2,193+83.5% | $3,323+21.1% | $2,203+82.8% |
| Participant deferral / active EE | $3,003 | $2,591+15.9% | $3,651-17.8% | $3,192-5.9% |
| Admin fee / account holder | $216 | $3,610-94.0% | $5,299-95.9% | $4,297-95.0% |