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 | $72,689 | $198,466-63.4% | $170,442-57.4% | $147,584-50.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.81% | 257.29%-249.5pp | 205.93%-198.1pp | 578.55%-570.7pp |
| Employer contribution / active EE | $9,088 | $6,184+47.0% | $5,433+67.3% | $4,876+86.4% |
| Participant deferral / active EE | $9,860 | $5,629+75.2% | $4,939+99.6% | $5,439+81.3% |
| Admin fee / account holder | $244 | $16,852-98.6% | $13,880-98.2% | $10,885-97.8% |