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 | $74,414 | $99,652-25.3% | $78,778-5.5% | $147,584-49.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 2.92% | 47.28%-44.4pp | 35.62%-32.7pp | 578.55%-575.6pp |
| Employer contribution / active EE | $1,625 | $2,796-41.9% | $1,986-18.2% | $4,876-66.7% |
| Participant deferral / active EE | $4,737 | $3,664+29.3% | $2,958+60.1% | $5,439-12.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |