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 9-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 | $50,398 | $100,852-50.0% | $90,404-44.3% | $158,922-68.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.88% | 1724.20%-1719.3pp | 1293.02%-1288.1pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,074 | $3,689-70.9% | $3,262-67.1% | $4,761-77.4% |
| Participant deferral / active EE | $2,439 | $4,348-43.9% | $3,963-38.5% | $5,982-59.2% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |