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 | $61,787 | $74,888-17.5% | $71,209-13.2% | $142,382-56.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.14% | 345.14%-342.0pp | 282.51%-279.4pp | 217.08%-213.9pp |
| Employer contribution / active EE | $4,500 | $2,854+57.7% | $2,721+65.4% | $4,299+4.7% |
| Participant deferral / active EE | $7,500 | $4,454+68.4% | $4,175+79.6% | $6,507+15.3% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |