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 | $75,832 | $99,020-23.4% | $86,590-12.4% | $147,584-48.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.27% | 1312.34%-1312.1pp | 964.84%-964.6pp | 578.55%-578.3pp |
| Employer contribution / active EE | $2,080 | $3,132-33.6% | $2,839-26.7% | $4,876-57.3% |
| Participant deferral / active EE | $8,900 | $3,972+124.1% | $3,609+146.6% | $5,439+63.6% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |