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 | $248,270 | $124,185+99.9% | $108,410+129.0% | $167,490+48.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 3.71% | 1379.64%-1375.9pp | 905.27%-901.6pp | 478.56%-474.8pp |
| Employer contribution / active EE | $16,238 | $4,187+287.9% | $3,558+356.3% | $4,837+235.7% |
| Participant deferral / active EE | $12,846 | $6,908+85.9% | $6,563+95.7% | $6,341+102.6% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |