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 | $26,108 | $70,756-63.1% | $65,493-60.1% | $142,382-81.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | -0.04% | 1754.89%-1754.9pp | 982.45%-982.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $771 | $2,881-73.2% | $2,574-70.1% | $4,299-82.1% |
| Participant deferral / active EE | $1,129 | $4,637-75.7% | $3,961-71.5% | $6,507-82.6% |
| Admin fee / account holder | $10 | $6,559-99.8% | $5,028-99.8% | $12,624-99.9% |