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 | $74,933 | $150,440-50.2% | $136,294-45.0% | $147,584-49.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.59% | 1049.08%-1043.5pp | 5155.94%-5150.3pp | 578.55%-573.0pp |
| Employer contribution / active EE | $1,595 | $5,256-69.7% | $4,695-66.0% | $4,876-67.3% |
| Participant deferral / active EE | $2,200 | $6,630-66.8% | $6,247-64.8% | $5,439-59.5% |
| Admin fee / account holder | $24 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |