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 | $130,260 | $171,865-24.2% | $149,718-13.0% | $147,584-11.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.87% | 2113.22%-2105.3pp | 1501.63%-1493.8pp | 578.55%-570.7pp |
| Employer contribution / active EE | $11,180 | $6,275+78.2% | $5,445+105.3% | $4,876+129.3% |
| Participant deferral / active EE | $16,400 | $7,271+125.6% | $6,569+149.7% | $5,439+201.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |