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 9-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 | $63,713 | $88,710-28.2% | $81,783-22.1% | $145,959-56.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.15% | 1027.26%-1019.1pp | 775.05%-766.9pp | 561.95%-553.8pp |
| Employer contribution / active EE | $1,798 | $3,083-41.7% | $2,913-38.3% | $4,661-61.4% |
| Participant deferral / active EE | $5,394 | $4,645+16.1% | $4,320+24.9% | $6,689-19.4% |
| Admin fee / account holder | $24 | $8,407-99.7% | $7,380-99.7% | $13,398-99.8% |