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 | $75,361 | $105,998-28.9% | $92,233-18.3% | $147,584-48.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.09% | 50.05%-50.0pp | 176.28%-176.2pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,798 | $4,333-12.3% | $3,679+3.2% | $4,876-22.1% |
| Participant deferral / active EE | $9,600 | $4,478+114.4% | $3,897+146.4% | $5,439+76.5% |
| Admin fee / account holder | $71 | $6,332-98.9% | $5,194-98.6% | $10,885-99.3% |