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 | $67,540 | $70,756-4.5% | $65,493+3.1% | $142,382-52.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 8.84% | 1754.89%-1746.1pp | 982.45%-973.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $1,829 | $2,881-36.5% | $2,574-29.0% | $4,299-57.5% |
| Participant deferral / active EE | $2,456 | $4,637-47.0% | $3,961-38.0% | $6,507-62.3% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |