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 | $161,011 | $88,751+81.4% | $81,812+96.8% | $145,922+10.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.15% | 1025.40%-1016.2pp | 773.79%-764.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $16,310 | $3,083+429.0% | $2,912+460.0% | $4,660+250.0% |
| Participant deferral / active EE | $12,814 | $4,643+176.0% | $4,319+196.7% | $6,688+91.6% |
| Admin fee / account holder | $94 | $8,415-98.9% | $7,386-98.7% | $13,397-99.3% |