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 | $56,151 | $88,751-36.7% | $81,812-31.4% | $145,922-61.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.66% | 1025.40%-1016.7pp | 773.79%-765.1pp | 561.29%-552.6pp |
| Employer contribution / active EE | $5,089 | $3,083+65.0% | $2,912+74.7% | $4,660+9.2% |
| Participant deferral / active EE | $7,669 | $4,643+65.2% | $4,319+77.6% | $6,688+14.7% |
| Admin fee / account holder | $287 | $8,415-96.6% | $7,386-96.1% | $13,397-97.9% |