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 | $54,002 | $75,828-28.8% | $147,614-63.4% | $59,632-9.4% |
| Participation rate | 93.4% | 71.6%+21.9pp | 84.6%+8.8pp | 68.7%+24.8pp |
| Annual return | -3.53% | 0.37%-3.9pp | 61.98%-65.5pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $4,481 | $3,485+28.6% | $5,564-19.5% | $2,203+103.5% |
| Participant deferral / active EE | $7,051 | $3,130+125.3% | $4,895+44.0% | $3,192+120.9% |
| Admin fee / account holder | $143 | $5,985-97.6% | $11,611-98.8% | $4,297-96.7% |