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 | $138,864 | $202,318-31.4% | $172,739-19.6% | $152,861-9.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.98% | 1029.65%-1019.7pp | 802.84%-792.9pp | 345.32%-335.3pp |
| Employer contribution / active EE | $2,509 | $5,856-57.2% | $5,143-51.2% | $4,762-47.3% |
| Participant deferral / active EE | $12,228 | $5,948+105.6% | $5,198+135.3% | $5,850+109.0% |
| Admin fee / account holder | $114 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |