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 | $49,360 | $102,317-51.8% | $146,958-66.4% | $80,856-39.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.20% | 134.76%-124.6pp | 418.34%-408.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $9,870 | $3,713+165.8% | $4,933+100.1% | $2,755+258.3% |
| Participant deferral / active EE | $3,548 | $6,644-46.6% | $8,070-56.0% | $4,296-17.4% |
| Admin fee / account holder | $65 | $7,941-99.2% | $12,998-99.5% | $6,918-99.1% |