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 | $63,076 | $103,376-39.0% | $87,100-27.6% | $152,861-58.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 1.49% | 28.10%-26.6pp | 28.19%-26.7pp | 345.32%-343.8pp |
| Employer contribution / active EE | $788 | $3,220-75.5% | $2,521-68.7% | $4,762-83.4% |
| Participant deferral / active EE | $2,063 | $4,778-56.8% | $4,049-49.1% | $5,850-64.7% |
| Admin fee / account holder | $84 | $12,205-99.3% | $7,497-98.9% | $11,596-99.3% |