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 | $88,031 | $100,773-12.6% | $88,946-1.0% | $142,382-38.2% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.8%+12.4pp | 80.1%+1.1pp |
| Annual return | 1.65% | 70.18%-68.5pp | 57.82%-56.2pp | 217.08%-215.4pp |
| Employer contribution / active EE | $1,217 | $2,918-58.3% | $2,555-52.4% | $4,299-71.7% |
| Participant deferral / active EE | $4,722 | $5,230-9.7% | $4,581+3.1% | $6,507-27.4% |
| Admin fee / account holder | $39 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |