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 | $60,457 | $150,440-59.8% | $136,294-55.6% | $147,584-59.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.46% | 1049.08%-1041.6pp | 5155.94%-5148.5pp | 578.55%-571.1pp |
| Employer contribution / active EE | $6,100 | $5,256+16.1% | $4,695+29.9% | $4,876+25.1% |
| Participant deferral / active EE | $10,625 | $6,630+60.2% | $6,247+70.1% | $5,439+95.4% |
| Admin fee / account holder | $293 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |