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 | $53,245 | $198,466-73.2% | $170,442-68.8% | $147,584-63.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.94% | 257.29%-253.4pp | 205.93%-202.0pp | 578.55%-574.6pp |
| Employer contribution / active EE | $2,002 | $6,184-67.6% | $5,433-63.1% | $4,876-58.9% |
| Participant deferral / active EE | $3,486 | $5,629-38.1% | $4,939-29.4% | $5,439-35.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |