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 | $37,369 | $176,662-78.8% | $130,648-71.4% | $152,861-75.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 2.51% | 2692.24%-2689.7pp | 1708.96%-1706.4pp | 345.32%-342.8pp |
| Employer contribution / active EE | $3,816 | $5,742-33.5% | $4,092-6.7% | $4,762-19.9% |
| Participant deferral / active EE | $3,816 | $4,361-12.5% | $3,603+5.9% | $5,850-34.8% |
| Admin fee / account holder | $43 | $7,133-99.4% | $5,464-99.2% | $11,596-99.6% |