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 | $60,864 | $89,355-31.9% | $141,162-56.9% | $72,985-16.6% |
| Participation rate | 83.1% | 75.1%+8.0pp | 82.5%+0.6pp | 69.5%+13.6pp |
| Annual return | 5.61% | 111.85%-106.2pp | 71.39%-65.8pp | 81.00%-75.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,694 | $5,418-50.3% | $6,709-59.9% | $3,607-25.3% |
| Admin fee / account holder | $5 | $5,958-99.9% | $10,261-100.0% | $5,124-99.9% |