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 | $66,707 | $202,318-67.0% | $172,739-61.4% | $152,861-56.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.82% | 1029.65%-1023.8pp | 802.84%-797.0pp | 345.32%-339.5pp |
| Employer contribution / active EE | $2,761 | $5,856-52.9% | $5,143-46.3% | $4,762-42.0% |
| Participant deferral / active EE | $6,190 | $5,948+4.1% | $5,198+19.1% | $5,850+5.8% |
| Admin fee / account holder | $8 | $17,109-100.0% | $13,954-99.9% | $11,596-99.9% |