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 | $41,791 | $171,865-75.7% | $149,718-72.1% | $147,584-71.7% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 4.42% | 2113.22%-2108.8pp | 1501.63%-1497.2pp | 578.55%-574.1pp |
| Employer contribution / active EE | $2,492 | $6,275-60.3% | $5,445-54.2% | $4,876-48.9% |
| Participant deferral / active EE | $9,452 | $7,271+30.0% | $6,569+43.9% | $5,439+73.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |