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 | $18,491 | $100,852-81.7% | $90,404-79.5% | $158,922-88.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.17% | 1724.20%-1720.0pp | 1293.02%-1288.9pp | 302.83%-298.7pp |
| Employer contribution / active EE | $15,623 | $3,689+323.6% | $3,262+378.9% | $4,761+228.1% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $18 | $6,501-99.7% | $5,611-99.7% | $11,246-99.8% |