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 7-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 | $10,251 | $114,381-91.0% | $107,525-90.5% | $142,382-92.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.24% | 242.71%-233.5pp | 181.32%-172.1pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,518 | $4,015-62.2% | $3,754-59.6% | $4,299-64.7% |
| Participant deferral / active EE | $2,070 | $5,564-62.8% | $5,116-59.5% | $6,507-68.2% |
| Admin fee / account holder | $123 | $9,860-98.8% | $8,919-98.6% | $12,624-99.0% |