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 | $110,731 | $202,318-45.3% | $172,739-35.9% | $152,861-27.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.14% | 1029.65%-1024.5pp | 802.84%-797.7pp | 345.32%-340.2pp |
| Employer contribution / active EE | $3,846 | $5,856-34.3% | $5,143-25.2% | $4,762-19.3% |
| Participant deferral / active EE | $2,659 | $5,948-55.3% | $5,198-48.8% | $5,850-54.6% |
| Admin fee / account holder | $109 | $17,109-99.4% | $13,954-99.2% | $11,596-99.1% |