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 8-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 | $72,421 | $49,025+47.7% | $87,507-17.2% | $62,891+15.2% |
| Participation rate | 73.1% | 64.9%+8.2pp | 73.8%-0.8pp | 69.3%+3.8pp |
| Annual return | 1.96% | 10.02%-8.1pp | 12.21%-10.3pp | 20.14%-18.2pp |
| Employer contribution / active EE | $980 | $1,372-28.5% | $2,550-61.6% | $2,281-57.0% |
| Participant deferral / active EE | $3,045 | $2,289+33.0% | $3,149-3.3% | $3,203-4.9% |
| Admin fee / account holder | $91 | $4,065-97.8% | $4,221-97.8% | $4,296-97.9% |