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 5-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 | $18,824 | $88,751-78.8% | $81,812-77.0% | $145,922-87.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.3%+4.6pp | 80.3%-3.4pp |
| Annual return | 9.14% | 1025.40%-1016.3pp | 773.79%-764.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $903 | $3,083-70.7% | $2,912-69.0% | $4,660-80.6% |
| Participant deferral / active EE | $3,250 | $4,643-30.0% | $4,319-24.8% | $6,688-51.4% |
| Admin fee / account holder | $126 | $8,415-98.5% | $7,386-98.3% | $13,397-99.1% |