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 | $24,980 | $88,751-71.9% | $81,812-69.5% | $145,922-82.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.96% | 1025.40%-1019.4pp | 773.79%-767.8pp | 561.29%-555.3pp |
| Employer contribution / active EE | $2,959 | $3,083-4.0% | $2,912+1.6% | $4,660-36.5% |
| Participant deferral / active EE | $3,056 | $4,643-34.2% | $4,319-29.2% | $6,688-54.3% |
| Admin fee / account holder | $10 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |