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 | $37,869 | $74,927-49.5% | $101,794-62.8% | $84,808-55.3% |
| Participation rate | 96.7% | 61.4%+35.3pp | 69.2%+27.5pp | 68.3%+28.4pp |
| Annual return | 12.18% | 18.70%-6.5pp | 30.53%-18.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,868 | $1,522+22.8% | $2,289-18.4% | $2,631-29.0% |
| Participant deferral / active EE | $3,701 | $3,099+19.4% | $4,084-9.4% | $4,212-12.1% |
| Admin fee / account holder | $47 | $6,514-99.3% | $8,777-99.5% | $7,344-99.4% |