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 | $29,242 | $105,998-72.4% | $92,233-68.3% | $147,584-80.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.91% | 50.05%-42.1pp | 176.28%-168.4pp | 578.55%-570.6pp |
| Employer contribution / active EE | $2,764 | $4,333-36.2% | $3,679-24.9% | $4,876-43.3% |
| Participant deferral / active EE | $4,116 | $4,478-8.1% | $3,897+5.6% | $5,439-24.3% |
| Admin fee / account holder | $266 | $6,332-95.8% | $5,194-94.9% | $10,885-97.6% |