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 | $81,219 | $96,635-16.0% | $86,612-6.2% | $139,434-41.8% |
| Participation rate | 88.2% | 74.4%+13.8pp | 71.7%+16.5pp | 80.3%+7.9pp |
| Annual return | 8.79% | 106.41%-97.6pp | 591.07%-582.3pp | 372.94%-364.1pp |
| Employer contribution / active EE | $2,927 | $3,263-10.3% | $3,022-3.2% | $4,751-38.4% |
| Participant deferral / active EE | $1,996 | $4,836-58.7% | $4,438-55.0% | $6,710-70.3% |
| Admin fee / account holder | $104 | $6,408-98.4% | $5,614-98.1% | $11,403-99.1% |