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 | $219,885 | $109,817+100.2% | $98,442+123.4% | $167,490+31.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 3.21% | 1956.69%-1953.5pp | 1492.73%-1489.5pp | 478.56%-475.4pp |
| Employer contribution / active EE | $5,831 | $3,224+80.9% | $2,960+97.0% | $4,837+20.5% |
| Participant deferral / active EE | $5,734 | $4,673+22.7% | $4,276+34.1% | $6,341-9.6% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |