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 | $79,987 | $156,846-49.0% | $121,098-33.9% | $139,434-42.6% |
| Participation rate | 84.2% | 76.4%+7.8pp | 69.5%+14.7pp | 80.3%+3.9pp |
| Annual return | 8.13% | 1474.56%-1466.4pp | 985.75%-977.6pp | 372.94%-364.8pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,295 | $4,844-32.0% | $4,080-19.2% | $6,710-50.9% |
| Admin fee / account holder | $293 | $6,946-95.8% | $5,644-94.8% | $11,403-97.4% |