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 | $43,493 | $100,852-56.9% | $90,404-51.9% | $158,922-72.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.49% | 1724.20%-1719.7pp | 1293.02%-1288.5pp | 302.83%-298.3pp |
| Employer contribution / active EE | $2,676 | $3,689-27.4% | $3,262-18.0% | $4,761-43.8% |
| Participant deferral / active EE | $7,385 | $4,348+69.9% | $3,963+86.3% | $5,982+23.5% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |