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 5-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 | $25,260 | $64,480-60.8% | $81,382-69.0% | $80,856-68.8% |
| Participation rate | 92.9% | 63.9%+29.0pp | 69.5%+23.4pp | 67.6%+25.2pp |
| Annual return | 6.74% | 16.34%-9.6pp | 24.73%-18.0pp | 35.59%-28.9pp |
| Employer contribution / active EE | $3,370 | $1,978+70.3% | $2,463+36.8% | $2,755+22.3% |
| Participant deferral / active EE | $1,713 | $3,094-44.6% | $3,883-55.9% | $4,296-60.1% |
| Admin fee / account holder | $0 | $5,671-100.0% | $5,768-100.0% | $6,918-100.0% |