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 5-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 | $41,672 | $110,261-62.2% | $95,745-56.5% | $139,434-70.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -4.10% | 27.11%-31.2pp | 28.35%-32.5pp | 372.94%-377.0pp |
| Employer contribution / active EE | $480 | $3,257-85.3% | $2,835-83.1% | $4,751-89.9% |
| Participant deferral / active EE | $1,200 | $4,676-74.3% | $4,245-71.7% | $6,710-82.1% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |