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 | $149,221 | $202,318-26.2% | $172,739-13.6% | $152,861-2.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.69% | 1029.65%-1023.0pp | 802.84%-796.1pp | 345.32%-338.6pp |
| Employer contribution / active EE | $4,779 | $5,856-18.4% | $5,143-7.1% | $4,762+0.4% |
| Participant deferral / active EE | $6,727 | $5,948+13.1% | $5,198+29.4% | $5,850+15.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |