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 | $218,913 | $150,440+45.5% | $136,294+60.6% | $147,584+48.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.61% | 1049.08%-1041.5pp | 5155.94%-5148.3pp | 578.55%-570.9pp |
| Employer contribution / active EE | $3,928 | $5,256-25.3% | $4,695-16.4% | $4,876-19.5% |
| Participant deferral / active EE | $11,012 | $6,630+66.1% | $6,247+76.3% | $5,439+102.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |