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 9-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 | $22,058 | $74,888-70.5% | $71,209-69.0% | $142,382-84.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.01% | 345.14%-333.1pp | 282.51%-270.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,893 | $4,454-35.1% | $4,175-30.7% | $6,507-55.5% |
| Admin fee / account holder | $207 | $5,568-96.3% | $5,349-96.1% | $12,624-98.4% |