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 | $33,349 | $144,119-76.9% | $117,854-71.7% | $147,584-77.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.75% | 531.15%-523.4pp | 335.08%-327.3pp | 578.55%-570.8pp |
| Employer contribution / active EE | $10,000 | $4,896+104.2% | $3,786+164.1% | $4,876+105.1% |
| Participant deferral / active EE | $3,710 | $5,316-30.2% | $4,482-17.2% | $5,439-31.8% |
| Admin fee / account holder | $86 | $10,886-99.2% | $8,020-98.9% | $10,885-99.2% |