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 | $43,937 | $109,817-60.0% | $98,442-55.4% | $167,490-73.8% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 8.31% | 1956.69%-1948.4pp | 1492.73%-1484.4pp | 478.56%-470.2pp |
| Employer contribution / active EE | $2,110 | $3,224-34.6% | $2,960-28.7% | $4,837-56.4% |
| Participant deferral / active EE | $2,688 | $4,673-42.5% | $4,276-37.1% | $6,341-57.6% |
| Admin fee / account holder | $99 | $6,753-98.5% | $5,949-98.3% | $12,309-99.2% |