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 | $67,441 | $202,318-66.7% | $172,739-61.0% | $152,861-55.9% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 11.00% | 1029.65%-1018.6pp | 802.84%-791.8pp | 345.32%-334.3pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,767 | $5,948-19.8% | $5,198-8.3% | $5,850-18.5% |
| Admin fee / account holder | $9 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |