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 8-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 | $27,199 | $100,852-73.0% | $90,404-69.9% | $158,922-82.9% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 1.53% | 1724.20%-1722.7pp | 1293.02%-1291.5pp | 302.83%-301.3pp |
| Employer contribution / active EE | $513 | $3,689-86.1% | $3,262-84.3% | $4,761-89.2% |
| Participant deferral / active EE | $2,678 | $4,348-38.4% | $3,963-32.4% | $5,982-55.2% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |