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 | $34,349 | $202,318-83.0% | $172,739-80.1% | $152,861-77.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 10.19% | 1029.65%-1019.5pp | 802.84%-792.7pp | 345.32%-335.1pp |
| Employer contribution / active EE | $6,001 | $5,856+2.5% | $5,143+16.7% | $4,762+26.0% |
| Participant deferral / active EE | $6,269 | $5,948+5.4% | $5,198+20.6% | $5,850+7.2% |
| Admin fee / account holder | $195 | $17,109-98.9% | $13,954-98.6% | $11,596-98.3% |