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 | $138,467 | $150,440-8.0% | $136,294+1.6% | $147,584-6.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.47% | 1049.08%-1042.6pp | 5155.94%-5149.5pp | 578.55%-572.1pp |
| Employer contribution / active EE | $2,109 | $5,256-59.9% | $4,695-55.1% | $4,876-56.7% |
| Participant deferral / active EE | $8,782 | $6,630+32.4% | $6,247+40.6% | $5,439+61.5% |
| Admin fee / account holder | $18 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |