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 8-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 | $16,765 | $90,600-81.5% | $79,464-78.9% | $135,375-87.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -777.86% | 977.43%-1755.3pp | 718.14%-1496.0pp | 519.73%-1297.6pp |
| Employer contribution / active EE | $360 | $3,068-88.3% | $2,800-87.1% | $4,779-92.5% |
| Participant deferral / active EE | $12,436 | $4,050+207.0% | $3,704+235.8% | $5,609+121.7% |
| Admin fee / account holder | $36 | $5,907-99.4% | $5,113-99.3% | $10,827-99.7% |