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 | $77,138 | $202,318-61.9% | $172,739-55.3% | $152,861-49.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 12.11% | 1029.65%-1017.5pp | 802.84%-790.7pp | 345.32%-333.2pp |
| Employer contribution / active EE | $6,289 | $5,856+7.4% | $5,143+22.3% | $4,762+32.1% |
| Participant deferral / active EE | $4,181 | $5,948-29.7% | $5,198-19.6% | $5,850-28.5% |
| Admin fee / account holder | $52 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |