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 | $30,365 | $104,486-70.9% | $76,817-60.5% | $152,861-80.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 4.05% | 1013.37%-1009.3pp | 1166.11%-1162.1pp | 345.32%-341.3pp |
| Employer contribution / active EE | $1,986 | $3,116-36.3% | $2,302-13.7% | $4,762-58.3% |
| Participant deferral / active EE | $4,545 | $4,236+7.3% | $3,336+36.3% | $5,850-22.3% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |