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 5-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 | $43,677 | $124,185-64.8% | $108,410-59.7% | $167,490-73.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.22% | 1379.64%-1373.4pp | 905.27%-899.1pp | 478.56%-472.3pp |
| Employer contribution / active EE | $11,000 | $4,187+162.7% | $3,558+209.1% | $4,837+127.4% |
| Participant deferral / active EE | $12,000 | $6,908+73.7% | $6,563+82.8% | $6,341+89.2% |
| Admin fee / account holder | $100 | $9,455-98.9% | $7,295-98.6% | $12,309-99.2% |