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 | $41,021 | $190,805-78.5% | $159,960-74.4% | $134,475-69.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -24.09% | 552.23%-576.3pp | 408.60%-432.7pp | 417.96%-442.1pp |
| Employer contribution / active EE | $4,299 | $4,995-13.9% | $4,226+1.7% | $4,740-9.3% |
| Participant deferral / active EE | $2,000 | $6,923-71.1% | $6,182-67.7% | $6,400-68.7% |
| Admin fee / account holder | $15 | $10,471-99.9% | $8,698-99.8% | $11,426-99.9% |