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 | $99,796 | $171,865-41.9% | $149,718-33.3% | $147,584-32.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.42% | 2113.22%-2105.8pp | 1501.63%-1494.2pp | 578.55%-571.1pp |
| Employer contribution / active EE | $4,240 | $6,275-32.4% | $5,445-22.1% | $4,876-13.0% |
| Participant deferral / active EE | $9,868 | $7,271+35.7% | $6,569+50.2% | $5,439+81.4% |
| Admin fee / account holder | $15 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |