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 | $108,649 | $85,766+26.7% | $136,294-20.3% | $70,131+54.9% |
| Participation rate | 74.1% | 74.2%-0.1pp | 81.9%-7.8pp | 69.5%+4.5pp |
| Annual return | 4.42% | 31.45%-27.0pp | 5155.94%-5151.5pp | 73.14%-68.7pp |
| Employer contribution / active EE | $1,806 | $2,966-39.1% | $4,695-61.5% | $2,342-22.9% |
| Participant deferral / active EE | $2,384 | $5,051-52.8% | $6,247-61.8% | $3,332-28.4% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |