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 | $113,087 | $144,119-21.5% | $117,854-4.0% | $147,584-23.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 6.37% | 531.15%-524.8pp | 335.08%-328.7pp | 578.55%-572.2pp |
| Employer contribution / active EE | $4,274 | $4,896-12.7% | $3,786+12.9% | $4,876-12.3% |
| Participant deferral / active EE | $9,600 | $5,316+80.6% | $4,482+114.2% | $5,439+76.5% |
| Admin fee / account holder | $5 | $10,886-100.0% | $8,020-99.9% | $10,885-100.0% |