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 | $39,212 | $96,965-59.6% | $97,995-60.0% | $147,584-73.4% |
| Participation rate | 80.0% | 83.6%-3.6pp | 82.4%-2.4pp | 82.8%-2.8pp |
| Annual return | 6.00% | 24.11%-18.1pp | 23.94%-17.9pp | 578.55%-572.6pp |
| Employer contribution / active EE | $2,250 | $4,536-50.4% | $4,158-45.9% | $4,876-53.9% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |