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 8-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 | $33,167 | $202,318-83.6% | $172,739-80.8% | $152,861-78.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.28% | 1029.65%-1020.4pp | 802.84%-793.6pp | 345.32%-336.0pp |
| Employer contribution / active EE | $10,871 | $5,856+85.6% | $5,143+111.4% | $4,762+128.3% |
| Participant deferral / active EE | $7,398 | $5,948+24.4% | $5,198+42.3% | $5,850+26.4% |
| Admin fee / account holder | $241 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |