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 | $214,803 | $150,440+42.8% | $136,294+57.6% | $147,584+45.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.62% | 1049.08%-1045.5pp | 5155.94%-5152.3pp | 578.55%-574.9pp |
| Employer contribution / active EE | $14,417 | $5,256+174.3% | $4,695+207.0% | $4,876+195.7% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $187 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |