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 | $181,076 | $150,440+20.4% | $136,294+32.9% | $147,584+22.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 8.21% | 1049.08%-1040.9pp | 5155.94%-5147.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $3,977 | $5,256-24.3% | $4,695-15.3% | $4,876-18.4% |
| Participant deferral / active EE | $15,325 | $6,630+131.1% | $6,247+145.3% | $5,439+181.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |