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 | $43,869 | $150,440-70.8% | $136,294-67.8% | $147,584-70.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.49% | 1049.08%-1040.6pp | 5155.94%-5147.4pp | 578.55%-570.1pp |
| Employer contribution / active EE | $1,664 | $5,256-68.3% | $4,695-64.6% | $4,876-65.9% |
| Participant deferral / active EE | $8,323 | $6,630+25.5% | $6,247+33.2% | $5,439+53.0% |
| Admin fee / account holder | $267 | $10,905-97.5% | $9,243-97.1% | $10,885-97.5% |