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 | $88,782 | $185,200-52.1% | $142,863-37.9% | $167,490-47.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 2.79% | 8555.70%-8552.9pp | 5637.54%-5634.7pp | 478.56%-475.8pp |
| Employer contribution / active EE | $38,500 | $5,604+587.0% | $4,144+829.1% | $4,837+695.9% |
| Participant deferral / active EE | $19,500 | $4,494+333.9% | $3,837+408.2% | $6,341+207.5% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |