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 | $95,405 | $210,648-54.7% | $177,989-46.4% | $145,922-34.6% |
| Participation rate | 73.3% | 80.8%-7.4pp | 77.1%-3.8pp | 80.3%-6.9pp |
| Annual return | 3.22% | 385.86%-382.6pp | 294.48%-291.3pp | 561.29%-558.1pp |
| Employer contribution / active EE | $1,711 | $4,565-62.5% | $3,949-56.7% | $4,660-63.3% |
| Participant deferral / active EE | $4,847 | $6,958-30.3% | $6,276-22.8% | $6,688-27.5% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |