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 | $53,340 | $56,110-4.9% | $94,993-43.8% | $70,131-23.9% |
| Participation rate | 92.3% | 65.0%+27.3pp | 73.9%+18.4pp | 69.5%+22.8pp |
| Annual return | 11.59% | 51.02%-39.4pp | 27.12%-15.5pp | 73.14%-61.5pp |
| Employer contribution / active EE | $2,059 | $1,442+42.8% | $2,603-20.9% | $2,342-12.1% |
| Participant deferral / active EE | $3,051 | $2,391+27.6% | $3,317-8.0% | $3,332-8.4% |
| Admin fee / account holder | $4 | $3,456-99.9% | $4,960-99.9% | $4,645-99.9% |