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 | $9,512 | $100,852-90.6% | $90,404-89.5% | $158,922-94.0% |
| Participation rate | 82.6% | 75.0%+7.6pp | 72.7%+9.9pp | 82.0%+0.7pp |
| Annual return | 3.41% | 1724.20%-1720.8pp | 1293.02%-1289.6pp | 302.83%-299.4pp |
| Employer contribution / active EE | $610 | $3,689-83.5% | $3,262-81.3% | $4,761-87.2% |
| Participant deferral / active EE | $920 | $4,348-78.8% | $3,963-76.8% | $5,982-84.6% |
| Admin fee / account holder | $46 | $6,501-99.3% | $5,611-99.2% | $11,246-99.6% |