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 | $21,418 | $60,124-64.4% | $90,404-76.3% | $79,858-73.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 6.43% | 71.94%-65.5pp | 1293.02%-1286.6pp | 31.71%-25.3pp |
| Employer contribution / active EE | $1,758 | $2,068-15.0% | $3,262-46.1% | $2,471-28.9% |
| Participant deferral / active EE | $1,460 | $2,938-50.3% | $3,963-63.2% | $3,740-61.0% |
| Admin fee / account holder | $48 | $3,976-98.8% | $5,611-99.1% | $5,306-99.1% |