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 | $15,372 | $111,724-86.2% | $93,606-83.6% | $145,922-89.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.49% | 202.98%-195.5pp | 133.20%-125.7pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,393 | $3,090-22.5% | $2,420-1.1% | $4,660-48.6% |
| Participant deferral / active EE | $2,762 | $4,912-43.8% | $4,411-37.4% | $6,688-58.7% |
| Admin fee / account holder | $174 | $10,250-98.3% | $8,285-97.9% | $13,397-98.7% |