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 | $238,328 | $150,440+58.4% | $136,294+74.9% | $147,584+61.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.06% | 1049.08%-1049.0pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $14,904 | $5,256+183.5% | $4,695+217.4% | $4,876+205.6% |
| Participant deferral / active EE | $10,500 | $6,630+58.4% | $6,247+68.1% | $5,439+93.1% |
| Admin fee / account holder | $12 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |