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 | $78,471 | $115,770-32.2% | $101,248-22.5% | $158,922-50.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.30% | 56.14%-53.8pp | 46.47%-44.2pp | 302.83%-300.5pp |
| Employer contribution / active EE | $1,441 | $4,175-65.5% | $3,660-60.6% | $4,761-69.7% |
| Participant deferral / active EE | $2,310 | $4,957-53.4% | $4,370-47.2% | $5,982-61.4% |
| Admin fee / account holder | $33 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |