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 | $60,323 | $171,865-64.9% | $149,718-59.7% | $147,584-59.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.73% | 2113.22%-2105.5pp | 1501.63%-1493.9pp | 578.55%-570.8pp |
| Employer contribution / active EE | $2,366 | $6,275-62.3% | $5,445-56.5% | $4,876-51.5% |
| Participant deferral / active EE | $6,132 | $7,271-15.7% | $6,569-6.6% | $5,439+12.8% |
| Admin fee / account holder | $186 | $13,799-98.6% | $11,283-98.3% | $10,885-98.3% |