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 | $139,036 | $202,318-31.3% | $172,739-19.5% | $152,861-9.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.70% | 1029.65%-1024.9pp | 802.84%-798.1pp | 345.32%-340.6pp |
| Employer contribution / active EE | $9,919 | $5,856+69.4% | $5,143+92.9% | $4,762+108.3% |
| Participant deferral / active EE | $10,298 | $5,948+73.1% | $5,198+98.1% | $5,850+76.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |