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 | $51,737 | $105,998-51.2% | $92,233-43.9% | $147,584-64.9% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 6.66% | 50.05%-43.4pp | 176.28%-169.6pp | 578.55%-571.9pp |
| Employer contribution / active EE | $719 | $4,333-83.4% | $3,679-80.5% | $4,876-85.3% |
| Participant deferral / active EE | $5,297 | $4,478+18.3% | $3,897+35.9% | $5,439-2.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |