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 | $45,803 | $70,606-35.1% | $53,898-15.0% | $142,382-67.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 6.12% | 619.81%-613.7pp | 528.60%-522.5pp | 217.08%-211.0pp |
| Employer contribution / active EE | $1,606 | $1,202+33.6% | $932+72.3% | $4,299-62.6% |
| Participant deferral / active EE | $0 | $2,364-100.0% | $1,826-100.0% | $6,507-100.0% |
| Admin fee / account holder | $261 | $2,852-90.9% | $2,491-89.5% | $12,624-97.9% |