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 | $44,136 | $109,817-59.8% | $98,442-55.2% | $167,490-73.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 4.81% | 1956.69%-1951.9pp | 1492.73%-1487.9pp | 478.56%-473.7pp |
| Employer contribution / active EE | $2,089 | $3,224-35.2% | $2,960-29.4% | $4,837-56.8% |
| Participant deferral / active EE | $11,973 | $4,673+156.2% | $4,276+180.0% | $6,341+88.8% |
| Admin fee / account holder | $201 | $6,753-97.0% | $5,949-96.6% | $12,309-98.4% |