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 6-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 | $12,929 | $110,809-88.3% | $86,874-85.1% | $167,490-92.3% |
| Participation rate | 85.7% | 75.8%+9.9pp | 71.6%+14.1pp | 82.1%+3.6pp |
| Annual return | 5.23% | 116.98%-111.7pp | 63.52%-58.3pp | 478.56%-473.3pp |
| Employer contribution / active EE | $1,820 | $3,244-43.9% | $2,495-27.0% | $4,837-62.4% |
| Participant deferral / active EE | $3,065 | $4,546-32.6% | $3,699-17.1% | $6,341-51.7% |
| Admin fee / account holder | $196 | $8,415-97.7% | $5,828-96.6% | $12,309-98.4% |