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 | $114,647 | $76,738+49.4% | $56,411+103.2% | $145,922-21.4% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 0.65% | 2994.23%-2993.6pp | 1701.33%-1700.7pp | 561.29%-560.6pp |
| Employer contribution / active EE | $450 | $1,380-67.4% | $1,039-56.7% | $4,660-90.3% |
| Participant deferral / active EE | $450 | $2,623-82.8% | $1,952-76.9% | $6,688-93.3% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |