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 | $71,034 | $88,751-20.0% | $81,812-13.2% | $145,922-51.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.86% | 1025.40%-1016.5pp | 773.79%-764.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $7,823 | $3,083+153.7% | $2,912+168.6% | $4,660+67.9% |
| Participant deferral / active EE | $13,873 | $4,643+198.8% | $4,319+221.2% | $6,688+107.4% |
| Admin fee / account holder | $267 | $8,415-96.8% | $7,386-96.4% | $13,397-98.0% |