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 | $29,945 | $176,662-83.0% | $130,648-77.1% | $152,861-80.4% |
| Participation rate | 71.4% | 79.0%-7.5pp | 71.7%-0.3pp | 82.4%-11.0pp |
| Annual return | 3.46% | 2692.24%-2688.8pp | 1708.96%-1705.5pp | 345.32%-341.9pp |
| Employer contribution / active EE | $1,356 | $5,742-76.4% | $4,092-66.9% | $4,762-71.5% |
| Participant deferral / active EE | $6,047 | $4,361+38.7% | $3,603+67.9% | $5,850+3.4% |
| Admin fee / account holder | $18 | $7,133-99.7% | $5,464-99.7% | $11,596-99.8% |