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 9-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 | $49,211 | $150,440-67.3% | $136,294-63.9% | $147,584-66.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.89% | 1049.08%-1039.2pp | 5155.94%-5146.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $6,000 | $5,256+14.2% | $4,695+27.8% | $4,876+23.0% |
| Participant deferral / active EE | $14,094 | $6,630+112.6% | $6,247+125.6% | $5,439+159.1% |
| Admin fee / account holder | $23 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |