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 | $28,629 | $102,604-72.1% | $86,188-66.8% | $139,434-79.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 2.71% | 1922.51%-1919.8pp | 1168.45%-1165.7pp | 372.94%-370.2pp |
| Employer contribution / active EE | $2,009 | $3,032-33.7% | $2,380-15.6% | $4,751-57.7% |
| Participant deferral / active EE | $5,780 | $4,676+23.6% | $3,985+45.0% | $6,710-13.9% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |