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 | $147,748 | $202,318-27.0% | $172,739-14.5% | $152,861-3.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.02% | 1029.65%-1029.6pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,292 | $5,856-43.8% | $5,143-36.0% | $4,762-30.9% |
| Participant deferral / active EE | $7,284 | $5,948+22.5% | $5,198+40.1% | $5,850+24.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |