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 | $34,726 | $99,020-64.9% | $86,590-59.9% | $147,584-76.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.23% | 1312.34%-1306.1pp | 964.84%-958.6pp | 578.55%-572.3pp |
| Employer contribution / active EE | $1,884 | $3,132-39.8% | $2,839-33.6% | $4,876-61.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8 | $5,710-99.9% | $4,906-99.8% | $10,885-99.9% |