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 | $33,314 | $78,694-57.7% | $67,652-50.8% | $125,391-73.4% |
| Participation rate | 82.4% | 78.8%+3.5pp | 75.7%+6.7pp | 83.2%-0.8pp |
| Annual return | -4.49% | 9.46%-13.9pp | 6625.04%-6629.5pp | 282.22%-286.7pp |
| Employer contribution / active EE | $1,460 | $3,044-52.0% | $2,266-35.6% | $4,866-70.0% |
| Participant deferral / active EE | $4,304 | $4,292+0.3% | $3,560+20.9% | $5,352-19.6% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |