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 | $116,257 | $202,318-42.5% | $172,739-32.7% | $152,861-23.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.23% | 1029.65%-1024.4pp | 802.84%-797.6pp | 345.32%-340.1pp |
| Employer contribution / active EE | $8,490 | $5,856+45.0% | $5,143+65.1% | $4,762+78.3% |
| Participant deferral / active EE | $24,596 | $5,948+313.5% | $5,198+373.2% | $5,850+320.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |