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 | $56,500 | $99,020-42.9% | $86,590-34.7% | $147,584-61.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.44% | 1312.34%-1307.9pp | 964.84%-960.4pp | 578.55%-574.1pp |
| Employer contribution / active EE | $6,011 | $3,132+91.9% | $2,839+111.7% | $4,876+23.3% |
| Participant deferral / active EE | $1,499 | $3,972-62.3% | $3,609-58.5% | $5,439-72.4% |
| Admin fee / account holder | $5 | $5,710-99.9% | $4,906-99.9% | $10,885-100.0% |