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 | $229,457 | $202,318+13.4% | $172,739+32.8% | $152,861+50.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.18% | 1029.65%-1024.5pp | 802.84%-797.7pp | 345.32%-340.1pp |
| Employer contribution / active EE | $13,318 | $5,856+127.4% | $5,143+159.0% | $4,762+179.7% |
| Participant deferral / active EE | $7,800 | $5,948+31.1% | $5,198+50.1% | $5,850+33.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |