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 | $95,822 | $198,466-51.7% | $170,442-43.8% | $147,584-35.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.19% | 257.29%-250.1pp | 205.93%-198.7pp | 578.55%-571.4pp |
| Employer contribution / active EE | $2,030 | $6,184-67.2% | $5,433-62.6% | $4,876-58.4% |
| Participant deferral / active EE | $3,353 | $5,629-40.4% | $4,939-32.1% | $5,439-38.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |