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 | $47,420 | $57,281-17.2% | $86,612-45.3% | $75,163-36.9% |
| Participation rate | 72.9% | 63.2%+9.7pp | 71.7%+1.2pp | 67.2%+5.7pp |
| Annual return | 5.83% | 2670.75%-2664.9pp | 591.07%-585.2pp | 160.62%-154.8pp |
| Employer contribution / active EE | $624 | $2,314-73.0% | $3,022-79.4% | $2,670-76.6% |
| Participant deferral / active EE | $1,711 | $3,318-48.4% | $4,438-61.4% | $4,125-58.5% |
| Admin fee / account holder | $279 | $4,112-93.2% | $5,614-95.0% | $5,651-95.1% |