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 | $97,017 | $150,440-35.5% | $136,294-28.8% | $147,584-34.3% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 6.93% | 1049.08%-1042.2pp | 5155.94%-5149.0pp | 578.55%-571.6pp |
| Employer contribution / active EE | $3,727 | $5,256-29.1% | $4,695-20.6% | $4,876-23.6% |
| Participant deferral / active EE | $8,704 | $6,630+31.3% | $6,247+39.3% | $5,439+60.0% |
| Admin fee / account holder | $124 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |