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 | $23,231 | $175,202-86.7% | $149,673-84.5% | $139,434-83.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.56% | 166.71%-159.1pp | 134.42%-126.9pp | 372.94%-365.4pp |
| Employer contribution / active EE | $2,799 | $5,474-48.9% | $4,818-41.9% | $4,751-41.1% |
| Participant deferral / active EE | $10,083 | $6,519+54.7% | $5,680+77.5% | $6,710+50.3% |
| Admin fee / account holder | $118 | $16,150-99.3% | $13,210-99.1% | $11,403-99.0% |