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 | $188,350 | $169,161+11.3% | $129,295+45.7% | $145,959+29.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.65% | 14348.07%-14344.4pp | 9429.28%-9425.6pp | 561.95%-558.3pp |
| Employer contribution / active EE | $3,750 | $5,543-32.3% | $4,157-9.8% | $4,661-19.5% |
| Participant deferral / active EE | $18,749 | $4,989+275.8% | $4,169+349.7% | $6,689+180.3% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |