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 | $14,361 | $57,281-74.9% | $86,612-83.4% | $75,163-80.9% |
| Participation rate | 97.7% | 63.2%+34.5pp | 71.7%+26.0pp | 67.2%+30.5pp |
| Annual return | 4.23% | 2670.75%-2666.5pp | 591.07%-586.8pp | 160.62%-156.4pp |
| Employer contribution / active EE | $465 | $2,314-79.9% | $3,022-84.6% | $2,670-82.6% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $150 | $4,112-96.4% | $5,614-97.3% | $5,651-97.4% |