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 | $23,844 | $99,020-75.9% | $86,590-72.5% | $147,584-83.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.49% | 1312.34%-1303.8pp | 964.84%-956.4pp | 578.55%-570.1pp |
| Employer contribution / active EE | $2,249 | $3,132-28.2% | $2,839-20.8% | $4,876-53.9% |
| Participant deferral / active EE | $2,186 | $3,972-45.0% | $3,609-39.4% | $5,439-59.8% |
| Admin fee / account holder | $6 | $5,710-99.9% | $4,906-99.9% | $10,885-99.9% |