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 | $147,484 | $150,440-2.0% | $136,294+8.2% | $147,584-0.1% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 10.18% | 1049.08%-1038.9pp | 5155.94%-5145.8pp | 578.55%-568.4pp |
| Employer contribution / active EE | $13,239 | $5,256+151.9% | $4,695+182.0% | $4,876+171.5% |
| Participant deferral / active EE | $13,970 | $6,630+110.7% | $6,247+123.6% | $5,439+156.9% |
| Admin fee / account holder | $210 | $10,905-98.1% | $9,243-97.7% | $10,885-98.1% |