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 | $51,361 | $150,440-65.9% | $136,294-62.3% | $147,584-65.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 4.28% | 1049.08%-1044.8pp | 5155.94%-5151.7pp | 578.55%-574.3pp |
| Employer contribution / active EE | $1,749 | $5,256-66.7% | $4,695-62.8% | $4,876-64.1% |
| Participant deferral / active EE | $4,316 | $6,630-34.9% | $6,247-30.9% | $5,439-20.6% |
| Admin fee / account holder | $75 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |