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 | $49,775 | $209,832-76.3% | $189,513-73.7% | $167,490-70.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.16% | 748.27%-740.1pp | 555.15%-547.0pp | 478.56%-470.4pp |
| Employer contribution / active EE | $2,108 | $6,914-69.5% | $6,162-65.8% | $4,837-56.4% |
| Participant deferral / active EE | $0 | $8,935-100.0% | $8,221-100.0% | $6,341-100.0% |
| Admin fee / account holder | $157 | $14,293-98.9% | $12,045-98.7% | $12,309-98.7% |