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 | $36,571 | $124,185-70.6% | $108,410-66.3% | $167,490-78.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.20% | 1379.64%-1372.4pp | 905.27%-898.1pp | 478.56%-471.4pp |
| Employer contribution / active EE | $16,156 | $4,187+285.9% | $3,558+354.0% | $4,837+234.0% |
| Participant deferral / active EE | $6,500 | $6,908-5.9% | $6,563-1.0% | $6,341+2.5% |
| Admin fee / account holder | $253 | $9,455-97.3% | $7,295-96.5% | $12,309-97.9% |