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 | $29,642 | $150,440-80.3% | $136,294-78.3% | $147,584-79.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.52% | 1049.08%-1041.6pp | 5155.94%-5148.4pp | 578.55%-571.0pp |
| Employer contribution / active EE | $4,036 | $5,256-23.2% | $4,695-14.0% | $4,876-17.2% |
| Participant deferral / active EE | $3,508 | $6,630-47.1% | $6,247-43.8% | $5,439-35.5% |
| Admin fee / account holder | $69 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |