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 | $67,091 | $202,318-66.8% | $172,739-61.2% | $152,861-56.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.94% | 1029.65%-1017.7pp | 802.84%-790.9pp | 345.32%-333.4pp |
| Employer contribution / active EE | $16,818 | $5,856+187.2% | $5,143+227.0% | $4,762+253.1% |
| Participant deferral / active EE | $8,098 | $5,948+36.1% | $5,198+55.8% | $5,850+38.4% |
| Admin fee / account holder | $251 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |