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 4-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 | $81,642 | $118,849-31.3% | $96,562-15.5% | $167,490-51.3% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 3.79% | 50.49%-46.7pp | 37.78%-34.0pp | 478.56%-474.8pp |
| Employer contribution / active EE | $1,377 | $3,120-55.9% | $2,356-41.6% | $4,837-71.5% |
| Participant deferral / active EE | $2,762 | $4,616-40.2% | $3,849-28.3% | $6,341-56.5% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |