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 | $33,135 | $88,751-62.7% | $81,812-59.5% | $145,922-77.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.13% | 1025.40%-1019.3pp | 773.79%-767.7pp | 561.29%-555.2pp |
| Employer contribution / active EE | $2,071 | $3,083-32.8% | $2,912-28.9% | $4,660-55.5% |
| Participant deferral / active EE | $3,999 | $4,643-13.9% | $4,319-7.4% | $6,688-40.2% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |