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 8-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 | $12,621 | $88,751-85.8% | $81,812-84.6% | $145,922-91.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.20% | 1025.40%-1016.2pp | 773.79%-764.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $962 | $3,083-68.8% | $2,912-67.0% | $4,660-79.4% |
| Participant deferral / active EE | $2,180 | $4,643-53.1% | $4,319-49.5% | $6,688-67.4% |
| Admin fee / account holder | $130 | $8,415-98.5% | $7,386-98.2% | $13,397-99.0% |