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 | $57,153 | $142,405-59.9% | $115,157-50.4% | $152,861-62.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 3.49% | 41.48%-38.0pp | 35.60%-32.1pp | 345.32%-341.8pp |
| Employer contribution / active EE | $1,347 | $4,010-66.4% | $3,179-57.6% | $4,762-71.7% |
| Participant deferral / active EE | $2,101 | $5,164-59.3% | $4,168-49.6% | $5,850-64.1% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |