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 | $33,845 | $88,710-61.8% | $81,783-58.6% | $145,959-76.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.12% | 1027.26%-1022.1pp | 775.05%-769.9pp | 561.95%-556.8pp |
| Employer contribution / active EE | $2,357 | $3,083-23.6% | $2,913-19.1% | $4,661-49.4% |
| Participant deferral / active EE | $4,965 | $4,645+6.9% | $4,320+14.9% | $6,689-25.8% |
| Admin fee / account holder | $38 | $8,407-99.5% | $7,380-99.5% | $13,398-99.7% |