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 7-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 | $27,793 | $73,933-62.4% | $96,683-71.3% | $75,163-63.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.11% | 26.70%-13.6pp | 35.69%-22.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $5,382 | $2,928+83.8% | $3,737+44.0% | $2,670+101.6% |
| Participant deferral / active EE | $2,480 | $3,659-32.2% | $4,878-49.2% | $4,125-39.9% |
| Admin fee / account holder | $228 | $5,216-95.6% | $6,730-96.6% | $5,651-96.0% |