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 | $46,985 | $102,604-54.2% | $86,188-45.5% | $139,434-66.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8.16% | 1922.51%-1914.3pp | 1168.45%-1160.3pp | 372.94%-364.8pp |
| Employer contribution / active EE | $1,252 | $3,032-58.7% | $2,380-47.4% | $4,751-73.7% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,985-100.0% | $6,710-100.0% |
| Admin fee / account holder | $60 | $8,657-99.3% | $6,852-99.1% | $11,403-99.5% |