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 | $22,205 | $88,751-75.0% | $81,812-72.9% | $145,922-84.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.19% | 1025.40%-1016.2pp | 773.79%-764.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,160 | $3,083-62.4% | $2,912-60.2% | $4,660-75.1% |
| Participant deferral / active EE | $3,045 | $4,643-34.4% | $4,319-29.5% | $6,688-54.5% |
| Admin fee / account holder | $27 | $8,415-99.7% | $7,386-99.6% | $13,397-99.8% |