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 | $24,419 | $73,933-67.0% | $96,683-74.7% | $75,163-67.5% |
| Participation rate | 91.9% | 66.4%+25.5pp | 74.3%+17.5pp | 67.2%+24.7pp |
| Annual return | 1.10% | 26.70%-25.6pp | 35.69%-34.6pp | 160.62%-159.5pp |
| Employer contribution / active EE | $11,486 | $2,928+292.3% | $3,737+207.4% | $2,670+330.2% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |