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 7-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 | $47,679 | $81,625-41.6% | $58,482-18.5% | $139,434-65.8% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 5.38% | 7404.20%-7398.8pp | 4239.32%-4233.9pp | 372.94%-367.6pp |
| Employer contribution / active EE | $752 | $1,398-46.2% | $1,053-28.6% | $4,751-84.2% |
| Participant deferral / active EE | $940 | $2,557-63.2% | $1,924-51.1% | $6,710-86.0% |
| Admin fee / account holder | $25 | $3,265-99.2% | $2,516-99.0% | $11,403-99.8% |