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 | $115,381 | $150,440-23.3% | $136,294-15.3% | $147,584-21.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.86% | 1049.08%-1048.2pp | 5155.94%-5155.1pp | 578.55%-577.7pp |
| Employer contribution / active EE | $4,266 | $5,256-18.8% | $4,695-9.2% | $4,876-12.5% |
| Participant deferral / active EE | $18,000 | $6,630+171.5% | $6,247+188.1% | $5,439+231.0% |
| Admin fee / account holder | $113 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |