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 4-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 | $7,448 | $74,888-90.1% | $71,209-89.5% | $142,382-94.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.07% | 345.14%-335.1pp | 282.51%-272.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $392 | $2,854-86.3% | $2,721-85.6% | $4,299-90.9% |
| Participant deferral / active EE | $671 | $4,454-84.9% | $4,175-83.9% | $6,507-89.7% |
| Admin fee / account holder | $112 | $5,568-98.0% | $5,349-97.9% | $12,624-99.1% |