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 | $165,710 | $150,440+10.2% | $136,294+21.6% | $147,584+12.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.72% | 1049.08%-1042.4pp | 5155.94%-5149.2pp | 578.55%-571.8pp |
| Employer contribution / active EE | $4,743 | $5,256-9.8% | $4,695+1.0% | $4,876-2.7% |
| Participant deferral / active EE | $6,523 | $6,630-1.6% | $6,247+4.4% | $5,439+19.9% |
| Admin fee / account holder | $33 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |