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 5-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 | $23,118 | $96,635-76.1% | $86,612-73.3% | $139,434-83.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 3.69% | 106.41%-102.7pp | 591.07%-587.4pp | 372.94%-369.3pp |
| Employer contribution / active EE | $1,823 | $3,263-44.1% | $3,022-39.7% | $4,751-61.6% |
| Participant deferral / active EE | $4,500 | $4,836-6.9% | $4,438+1.4% | $6,710-32.9% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |