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 | $42,409 | $150,440-71.8% | $136,294-68.9% | $147,584-71.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.15% | 1049.08%-1041.9pp | 5155.94%-5148.8pp | 578.55%-571.4pp |
| Employer contribution / active EE | $7,982 | $5,256+51.9% | $4,695+70.0% | $4,876+63.7% |
| Participant deferral / active EE | $6,156 | $6,630-7.2% | $6,247-1.5% | $5,439+13.2% |
| Admin fee / account holder | $144 | $10,905-98.7% | $9,243-98.4% | $10,885-98.7% |