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 | $57,941 | $77,419-25.2% | $69,455-16.6% | $152,861-62.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 5.05% | 39.06%-34.0pp | 28.97%-23.9pp | 345.32%-340.3pp |
| Employer contribution / active EE | $2,840 | $3,315-14.3% | $2,779+2.2% | $4,762-40.4% |
| Participant deferral / active EE | $7,541 | $4,414+70.8% | $3,535+113.3% | $5,850+28.9% |
| Admin fee / account holder | $49 | $6,207-99.2% | $3,839-98.7% | $11,596-99.6% |