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 | $99,296 | $171,865-42.2% | $149,718-33.7% | $147,584-32.7% |
| Participation rate | 72.7% | 88.2%-15.5pp | 87.1%-14.3pp | 82.8%-10.1pp |
| Annual return | 6.33% | 2113.22%-2106.9pp | 1501.63%-1495.3pp | 578.55%-572.2pp |
| Employer contribution / active EE | $18,045 | $6,275+187.6% | $5,445+231.4% | $4,876+270.1% |
| Participant deferral / active EE | $5,012 | $7,271-31.1% | $6,569-23.7% | $5,439-7.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |