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 | $29,886 | $150,440-80.1% | $136,294-78.1% | $147,584-79.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2.51% | 1049.08%-1046.6pp | 5155.94%-5153.4pp | 578.55%-576.0pp |
| Employer contribution / active EE | $2,665 | $5,256-49.3% | $4,695-43.2% | $4,876-45.3% |
| Participant deferral / active EE | $13,330 | $6,630+101.0% | $6,247+113.4% | $5,439+145.1% |
| Admin fee / account holder | $81 | $10,905-99.3% | $9,243-99.1% | $10,885-99.3% |