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 | $58,835 | $150,440-60.9% | $136,294-56.8% | $147,584-60.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.09% | 1049.08%-1040.0pp | 5155.94%-5146.9pp | 578.55%-569.5pp |
| Employer contribution / active EE | $5,000 | $5,256-4.9% | $4,695+6.5% | $4,876+2.5% |
| Participant deferral / active EE | $6,250 | $6,630-5.7% | $6,2470% | $5,439+14.9% |
| Admin fee / account holder | $105 | $10,905-99.0% | $9,243-98.9% | $10,885-99.0% |