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 | $63,289 | $109,817-42.4% | $98,442-35.7% | $167,490-62.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 1.38% | 1956.69%-1955.3pp | 1492.73%-1491.3pp | 478.56%-477.2pp |
| Employer contribution / active EE | $2,065 | $3,224-35.9% | $2,960-30.2% | $4,837-57.3% |
| Participant deferral / active EE | $6,821 | $4,673+46.0% | $4,276+59.5% | $6,341+7.6% |
| Admin fee / account holder | $31 | $6,753-99.5% | $5,949-99.5% | $12,309-99.7% |