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 | $48,148 | $100,852-52.3% | $90,404-46.7% | $158,922-69.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.01% | 1724.20%-1722.2pp | 1293.02%-1291.0pp | 302.83%-300.8pp |
| Employer contribution / active EE | $781 | $3,689-78.8% | $3,262-76.1% | $4,761-83.6% |
| Participant deferral / active EE | $1,509 | $4,348-65.3% | $3,963-61.9% | $5,982-74.8% |
| Admin fee / account holder | $41 | $6,501-99.4% | $5,611-99.3% | $11,246-99.6% |