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 | $23,510 | $88,751-73.5% | $81,812-71.3% | $145,922-83.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 1.63% | 1025.40%-1023.8pp | 773.79%-772.2pp | 561.29%-559.7pp |
| Employer contribution / active EE | $1,628 | $3,083-47.2% | $2,912-44.1% | $4,660-65.1% |
| Participant deferral / active EE | $5,222 | $4,643+12.5% | $4,319+20.9% | $6,688-21.9% |
| Admin fee / account holder | $82 | $8,415-99.0% | $7,386-98.9% | $13,397-99.4% |