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 | $32,701 | $144,119-77.3% | $117,854-72.3% | $147,584-77.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.82% | 531.15%-530.3pp | 335.08%-334.3pp | 578.55%-577.7pp |
| Employer contribution / active EE | $6,549 | $4,896+33.7% | $3,786+73.0% | $4,876+34.3% |
| Participant deferral / active EE | $3,224 | $5,316-39.4% | $4,482-28.1% | $5,439-40.7% |
| Admin fee / account holder | $103 | $10,886-99.1% | $8,020-98.7% | $10,885-99.1% |