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 | $93,949 | $150,440-37.6% | $136,294-31.1% | $147,584-36.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 5.01% | 1049.08%-1044.1pp | 5155.94%-5150.9pp | 578.55%-573.5pp |
| Employer contribution / active EE | $8,000 | $5,256+52.2% | $4,695+70.4% | $4,876+64.1% |
| Participant deferral / active EE | $14,400 | $6,630+117.2% | $6,247+130.5% | $5,439+164.8% |
| Admin fee / account holder | $80 | $10,905-99.3% | $9,243-99.1% | $10,885-99.3% |