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 | $66,953 | $92,985-28.0% | $153,485-56.4% | $80,856-17.2% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 7.81% | 19.95%-12.1pp | 15.65%-7.8pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,574 | $3,507-55.1% | $5,039-68.8% | $2,755-42.9% |
| Participant deferral / active EE | $2,819 | $5,178-45.6% | $6,757-58.3% | $4,296-34.4% |
| Admin fee / account holder | $13 | $8,880-99.9% | $12,724-99.9% | $6,918-99.8% |