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 | $84,416 | $150,440-43.9% | $136,294-38.1% | $147,584-42.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.80% | 1049.08%-1040.3pp | 5155.94%-5147.1pp | 578.55%-569.8pp |
| Employer contribution / active EE | $975 | $5,256-81.5% | $4,695-79.2% | $4,876-80.0% |
| Participant deferral / active EE | $6,400 | $6,630-3.5% | $6,247+2.4% | $5,439+17.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |