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 10-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 | $26,846 | $150,440-82.2% | $136,294-80.3% | $147,584-81.8% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 9.48% | 1049.08%-1039.6pp | 5155.94%-5146.5pp | 578.55%-569.1pp |
| Employer contribution / active EE | $1,270 | $5,256-75.8% | $4,695-73.0% | $4,876-74.0% |
| Participant deferral / active EE | $4,000 | $6,630-39.7% | $6,247-36.0% | $5,439-26.5% |
| Admin fee / account holder | $44 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |