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 | $48,955 | $88,710-44.8% | $81,783-40.1% | $145,959-66.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.42% | 1027.26%-1017.8pp | 775.05%-765.6pp | 561.95%-552.5pp |
| Employer contribution / active EE | $2,783 | $3,083-9.8% | $2,913-4.5% | $4,661-40.3% |
| Participant deferral / active EE | $2,783 | $4,645-40.1% | $4,320-35.6% | $6,689-58.4% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |