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 | $40,078 | $88,751-54.8% | $81,812-51.0% | $145,922-72.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.50% | 1025.40%-1018.9pp | 773.79%-767.3pp | 561.29%-554.8pp |
| Employer contribution / active EE | $6,620 | $3,083+114.7% | $2,912+127.3% | $4,660+42.1% |
| Participant deferral / active EE | $12,124 | $4,643+161.1% | $4,319+180.7% | $6,688+81.3% |
| Admin fee / account holder | $265 | $8,415-96.9% | $7,386-96.4% | $13,397-98.0% |