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 | $59,728 | $49,173+21.5% | $121,098-50.7% | $75,163-20.5% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 2.88% | 55.99%-53.1pp | 985.75%-982.9pp | 160.62%-157.7pp |
| Employer contribution / active EE | $3,595 | $1,546+132.6% | $4,164-13.7% | $2,670+34.7% |
| Participant deferral / active EE | $5,118 | $2,628+94.8% | $4,080+25.5% | $4,125+24.1% |
| Admin fee / account holder | $96 | $3,942-97.6% | $5,644-98.3% | $5,651-98.3% |