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 | $228,607 | $57,281+299.1% | $86,612+163.9% | $75,163+204.1% |
| Participation rate | 93.8% | 63.2%+30.6pp | 71.7%+22.1pp | 67.2%+26.6pp |
| Annual return | 0.00% | 2670.75%-2670.7pp | 591.07%-591.1pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,393 | $2,314-39.8% | $3,022-53.9% | $2,670-47.8% |
| Participant deferral / active EE | $6,766 | $3,318+103.9% | $4,438+52.5% | $4,125+64.0% |
| Admin fee / account holder | $19 | $4,112-99.5% | $5,614-99.7% | $5,651-99.7% |