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 | $38,461 | $77,419-50.3% | $69,455-44.6% | $152,861-74.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 4.08% | 39.06%-35.0pp | 28.97%-24.9pp | 345.32%-341.2pp |
| Employer contribution / active EE | $2,579 | $3,315-22.2% | $2,779-7.2% | $4,762-45.8% |
| Participant deferral / active EE | $2,579 | $4,414-41.6% | $3,535-27.0% | $5,850-55.9% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |