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 | $49,131 | $99,020-50.4% | $86,590-43.3% | $147,584-66.7% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 3.31% | 1312.34%-1309.0pp | 964.84%-961.5pp | 578.55%-575.2pp |
| Employer contribution / active EE | $439 | $3,132-86.0% | $2,839-84.6% | $4,876-91.0% |
| Participant deferral / active EE | $5,756 | $3,972+44.9% | $3,609+59.5% | $5,439+5.8% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |