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 | $42,140 | $90,503-53.4% | $78,689-46.4% | $273,961-84.6% |
| Participation rate | 76.9% | 76.5%+0.4pp | 73.6%+3.4pp | 83.0%-6.1pp |
| Annual return | 1.22% | 75.60%-74.4pp | 62.18%-61.0pp | 41.45%-40.2pp |
| Employer contribution / active EE | $1,381 | $3,176-56.5% | $2,851-51.6% | $4,869-71.6% |
| Participant deferral / active EE | $2,500 | $3,901-35.9% | $3,517-28.9% | $5,287-52.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |