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 | $48,879 | $99,020-50.6% | $86,590-43.6% | $147,584-66.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 2.13% | 1312.34%-1310.2pp | 964.84%-962.7pp | 578.55%-576.4pp |
| Employer contribution / active EE | $2,780 | $3,132-11.2% | $2,839-2.1% | $4,876-43.0% |
| Participant deferral / active EE | $10,665 | $3,972+168.5% | $3,609+195.5% | $5,439+96.1% |
| Admin fee / account holder | $33 | $5,710-99.4% | $4,906-99.3% | $10,885-99.7% |