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 | $18,609 | $105,998-82.4% | $92,233-79.8% | $147,584-87.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.93% | 50.05%-41.1pp | 176.28%-167.3pp | 578.55%-569.6pp |
| Employer contribution / active EE | $4,625 | $4,333+6.7% | $3,679+25.7% | $4,876-5.2% |
| Participant deferral / active EE | $1,626 | $4,478-63.7% | $3,897-58.3% | $5,439-70.1% |
| Admin fee / account holder | $138 | $6,332-97.8% | $5,194-97.3% | $10,885-98.7% |