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 3-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 | $72,197 | $104,974-31.2% | $95,585-24.5% | $142,382-49.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 1.33% | 210.33%-209.0pp | 38.56%-37.2pp | 217.08%-215.7pp |
| Employer contribution / active EE | $9,537 | $2,779+243.2% | $2,527+277.5% | $4,299+121.8% |
| Participant deferral / active EE | $2,824 | $4,352-35.1% | $4,023-29.8% | $6,507-56.6% |
| Admin fee / account holder | $60 | $6,386-99.1% | $6,127-99.0% | $12,624-99.5% |