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 8-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 | $41,793 | $109,817-61.9% | $98,442-57.5% | $167,490-75.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 6.38% | 1956.69%-1950.3pp | 1492.73%-1486.3pp | 478.56%-472.2pp |
| Employer contribution / active EE | $2,138 | $3,224-33.7% | $2,960-27.8% | $4,837-55.8% |
| Participant deferral / active EE | $5,258 | $4,673+12.5% | $4,276+23.0% | $6,341-17.1% |
| Admin fee / account holder | $194 | $6,753-97.1% | $5,949-96.7% | $12,309-98.4% |