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 | $64,599 | $209,411-69.2% | $178,490-63.8% | $158,922-59.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.40% | 188.75%-188.4pp | 151.07%-150.7pp | 302.83%-302.4pp |
| Employer contribution / active EE | $2,233 | $5,706-60.9% | $5,011-55.4% | $4,761-53.1% |
| Participant deferral / active EE | $8,813 | $5,954+48.0% | $5,202+69.4% | $5,982+47.3% |
| Admin fee / account holder | $17 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |