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 | $85,580 | $99,020-13.6% | $86,590-1.2% | $147,584-42.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 2.85% | 1312.34%-1309.5pp | 964.84%-962.0pp | 578.55%-575.7pp |
| Employer contribution / active EE | $3,661 | $3,132+16.9% | $2,839+28.9% | $4,876-24.9% |
| Participant deferral / active EE | $8,088 | $3,972+103.6% | $3,609+124.1% | $5,439+48.7% |
| Admin fee / account holder | $12 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |