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 | $89,814 | $171,865-47.7% | $149,718-40.0% | $147,584-39.1% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 4.98% | 2113.22%-2108.2pp | 1501.63%-1496.6pp | 578.55%-573.6pp |
| Employer contribution / active EE | $4,381 | $6,275-30.2% | $5,445-19.5% | $4,876-10.2% |
| Participant deferral / active EE | $4,747 | $7,271-34.7% | $6,569-27.7% | $5,439-12.7% |
| Admin fee / account holder | $286 | $13,799-97.9% | $11,283-97.5% | $10,885-97.4% |