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 | $52,324 | $109,817-52.4% | $98,442-46.8% | $167,490-68.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 2.49% | 1956.69%-1954.2pp | 1492.73%-1490.2pp | 478.56%-476.1pp |
| Employer contribution / active EE | $1,025 | $3,224-68.2% | $2,960-65.4% | $4,837-78.8% |
| Participant deferral / active EE | $1,951 | $4,673-58.2% | $4,276-54.4% | $6,341-69.2% |
| Admin fee / account holder | $54 | $6,753-99.2% | $5,949-99.1% | $12,309-99.6% |