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 | $144,491 | $109,817+31.6% | $98,442+46.8% | $167,490-13.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.35% | 1956.69%-1949.3pp | 1492.73%-1485.4pp | 478.56%-471.2pp |
| Employer contribution / active EE | $2,980 | $3,224-7.6% | $2,960+0.7% | $4,837-38.4% |
| Participant deferral / active EE | $4,113 | $4,673-12.0% | $4,276-3.8% | $6,341-35.1% |
| Admin fee / account holder | $27 | $6,753-99.6% | $5,949-99.5% | $12,309-99.8% |