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 | $51,616 | $106,890-51.7% | $84,015-38.6% | $152,861-66.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 2.79% | 104.99%-102.2pp | 71.31%-68.5pp | 345.32%-342.5pp |
| Employer contribution / active EE | $5,932 | $2,734+116.9% | $1,983+199.1% | $4,762+24.6% |
| Participant deferral / active EE | $6,204 | $4,011+54.7% | $3,239+91.6% | $5,850+6.1% |
| Admin fee / account holder | $94 | $8,285-98.9% | $6,101-98.5% | $11,596-99.2% |