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 | $56,611 | $96,635-41.4% | $86,612-34.6% | $139,434-59.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.77% | 106.41%-95.6pp | 591.07%-580.3pp | 372.94%-362.2pp |
| Employer contribution / active EE | $3,659 | $3,263+12.1% | $3,022+21.1% | $4,751-23.0% |
| Participant deferral / active EE | $5,518 | $4,836+14.1% | $4,438+24.3% | $6,710-17.8% |
| Admin fee / account holder | $15 | $6,408-99.8% | $5,614-99.7% | $11,403-99.9% |