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 | $29,344 | $65,561-55.2% | $86,188-66.0% | $75,163-61.0% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 9.42% | 46.05%-36.6pp | 1168.45%-1159.0pp | 160.62%-151.2pp |
| Employer contribution / active EE | $5,438 | $1,553+250.3% | $2,380+128.5% | $2,670+103.7% |
| Participant deferral / active EE | $1,944 | $3,024-35.7% | $3,985-51.2% | $4,125-52.9% |
| Admin fee / account holder | $145 | $5,474-97.4% | $6,852-97.9% | $5,651-97.4% |