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 | $75,332 | $202,318-62.8% | $172,739-56.4% | $152,861-50.7% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 7.59% | 1029.65%-1022.1pp | 802.84%-795.2pp | 345.32%-337.7pp |
| Employer contribution / active EE | $2,828 | $5,856-51.7% | $5,143-45.0% | $4,762-40.6% |
| Participant deferral / active EE | $6,387 | $5,948+7.4% | $5,198+22.9% | $5,850+9.2% |
| Admin fee / account holder | $223 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |