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 8-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 | $46,012 | $88,751-48.2% | $81,812-43.8% | $145,922-68.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.95% | 1025.40%-1017.5pp | 773.79%-765.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,100 | $3,083-64.3% | $2,912-62.2% | $4,660-76.4% |
| Participant deferral / active EE | $4,400 | $4,643-5.2% | $4,319+1.9% | $6,688-34.2% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |