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 | $84,800 | $70,606+20.1% | $53,898+57.3% | $142,382-40.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 0.46% | 619.81%-619.4pp | 528.60%-528.1pp | 217.08%-216.6pp |
| Employer contribution / active EE | $1,897 | $1,202+57.8% | $932+103.5% | $4,299-55.9% |
| Participant deferral / active EE | $6,620 | $2,364+180.1% | $1,826+262.5% | $6,507+1.7% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |