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 | $21,723 | $99,020-78.1% | $86,590-74.9% | $147,584-85.3% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 7.24% | 1312.34%-1305.1pp | 964.84%-957.6pp | 578.55%-571.3pp |
| Employer contribution / active EE | $1,476 | $3,132-52.9% | $2,839-48.0% | $4,876-69.7% |
| Participant deferral / active EE | $3,331 | $3,972-16.1% | $3,609-7.7% | $5,439-38.7% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |