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 | $83,605 | $202,318-58.7% | $172,739-51.6% | $152,861-45.3% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 11.36% | 1029.65%-1018.3pp | 802.84%-791.5pp | 345.32%-334.0pp |
| Employer contribution / active EE | $4,228 | $5,856-27.8% | $5,143-17.8% | $4,762-11.2% |
| Participant deferral / active EE | $5,387 | $5,948-9.4% | $5,198+3.6% | $5,850-7.9% |
| Admin fee / account holder | $18 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |