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 | $27,529 | $150,440-81.7% | $136,294-79.8% | $147,584-81.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 10.17% | 1049.08%-1038.9pp | 5155.94%-5145.8pp | 578.55%-568.4pp |
| Employer contribution / active EE | $3,988 | $5,256-24.1% | $4,695-15.1% | $4,876-18.2% |
| Participant deferral / active EE | $5,687 | $6,630-14.2% | $6,247-9.0% | $5,439+4.6% |
| Admin fee / account holder | $209 | $10,905-98.1% | $9,243-97.7% | $10,885-98.1% |