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 | $41,290 | $171,865-76.0% | $149,718-72.4% | $147,584-72.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.29% | 2113.22%-2107.9pp | 1501.63%-1496.3pp | 578.55%-573.3pp |
| Employer contribution / active EE | $9,316 | $6,275+48.5% | $5,445+71.1% | $4,876+91.0% |
| Participant deferral / active EE | $7,383 | $7,271+1.5% | $6,569+12.4% | $5,439+35.8% |
| Admin fee / account holder | $5 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |