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 6-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 | $53,911 | $54,705-1.5% | $71,209-24.3% | $84,808-36.4% |
| Participation rate | 88.5% | 64.1%+24.4pp | 73.8%+14.7pp | 68.3%+20.2pp |
| Annual return | 8.88% | 35.90%-27.0pp | 282.51%-273.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $473 | $2,158-78.1% | $2,721-82.6% | $2,631-82.0% |
| Participant deferral / active EE | $18,198 | $3,030+500.5% | $4,175+335.9% | $4,212+332.1% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |