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 | $116,081 | $100,852+15.1% | $90,404+28.4% | $158,922-27.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.99% | 1724.20%-1722.2pp | 1293.02%-1291.0pp | 302.83%-300.8pp |
| Employer contribution / active EE | $6,308 | $3,689+71.0% | $3,262+93.4% | $4,761+32.5% |
| Participant deferral / active EE | $4,819 | $4,348+10.8% | $3,963+21.6% | $5,982-19.4% |
| Admin fee / account holder | $8 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |