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 | $48,149 | $84,233-42.8% | $170,442-71.8% | $70,131-31.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 5.80% | 23.06%-17.3pp | 205.93%-200.1pp | 73.14%-67.3pp |
| Employer contribution / active EE | $2,114 | $3,387-37.6% | $5,433-61.1% | $2,342-9.7% |
| Participant deferral / active EE | $3,381 | $3,086+9.6% | $4,939-31.6% | $3,332+1.5% |
| Admin fee / account holder | $43 | $5,698-99.2% | $13,880-99.7% | $4,645-99.1% |