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 8-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 | $38,110 | $68,346-44.2% | $94,646-59.7% | $75,163-49.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 12.17% | 616.93%-604.8pp | 156.71%-144.5pp | 160.62%-148.4pp |
| Employer contribution / active EE | $2,528 | $2,701-6.4% | $3,672-31.2% | $2,670-5.3% |
| Participant deferral / active EE | $3,872 | $6,537-40.8% | $7,418-47.8% | $4,125-6.1% |
| Admin fee / account holder | $99 | $5,326-98.1% | $7,231-98.6% | $5,651-98.2% |