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 9-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 | $24,056 | $150,440-84.0% | $136,294-82.3% | $147,584-83.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.00% | 1049.08%-1042.1pp | 5155.94%-5148.9pp | 578.55%-571.5pp |
| Employer contribution / active EE | $9,129 | $5,256+73.7% | $4,695+94.4% | $4,876+87.2% |
| Participant deferral / active EE | $6,651 | $6,630+0.3% | $6,247+6.5% | $5,439+22.3% |
| Admin fee / account holder | $8 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |