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 | $31,113 | $102,966-69.8% | $90,281-65.5% | $152,861-79.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.11% | 95.16%-90.1pp | 78.10%-73.0pp | 345.32%-340.2pp |
| Employer contribution / active EE | $1,425 | $3,139-54.6% | $2,854-50.1% | $4,762-70.1% |
| Participant deferral / active EE | $3,889 | $4,281-9.2% | $3,885+0.1% | $5,850-33.5% |
| Admin fee / account holder | $10 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |