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 | $43,958 | $104,486-57.9% | $76,817-42.8% | $152,861-71.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 3.00% | 1013.37%-1010.4pp | 1166.11%-1163.1pp | 345.32%-342.3pp |
| Employer contribution / active EE | $3,846 | $3,116+23.4% | $2,302+67.1% | $4,762-19.2% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,850-100.0% |
| Admin fee / account holder | $63 | $12,275-99.5% | $6,420-99.0% | $11,596-99.5% |