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 | $19,689 | $176,662-88.9% | $130,648-84.9% | $152,861-87.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 5.04% | 2692.24%-2687.2pp | 1708.96%-1703.9pp | 345.32%-340.3pp |
| Employer contribution / active EE | $1,209 | $5,742-78.9% | $4,092-70.5% | $4,762-74.6% |
| Participant deferral / active EE | $439 | $4,361-89.9% | $3,603-87.8% | $5,850-92.5% |
| Admin fee / account holder | $39 | $7,133-99.5% | $5,464-99.3% | $11,596-99.7% |