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 3-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 | $38,429 | $111,724-65.6% | $93,606-58.9% | $145,922-73.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 6.06% | 202.98%-196.9pp | 133.20%-127.1pp | 561.29%-555.2pp |
| Employer contribution / active EE | $891 | $3,090-71.2% | $2,420-63.2% | $4,660-80.9% |
| Participant deferral / active EE | $1,962 | $4,912-60.1% | $4,411-55.5% | $6,688-70.7% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |