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 | $37,698 | $150,440-74.9% | $136,294-72.3% | $147,584-74.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.36% | 1049.08%-1043.7pp | 5155.94%-5150.6pp | 578.55%-573.2pp |
| Employer contribution / active EE | $10,808 | $5,256+105.6% | $4,695+130.2% | $4,876+121.6% |
| Participant deferral / active EE | $10,460 | $6,630+57.8% | $6,247+67.4% | $5,439+92.3% |
| Admin fee / account holder | $231 | $10,905-97.9% | $9,243-97.5% | $10,885-97.9% |