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 | $46,264 | $171,865-73.1% | $149,718-69.1% | $147,584-68.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.46% | 2113.22%-2112.8pp | 1501.63%-1501.2pp | 578.55%-578.1pp |
| Employer contribution / active EE | $5,209 | $6,275-17.0% | $5,445-4.3% | $4,876+6.8% |
| Participant deferral / active EE | $13,857 | $7,271+90.6% | $6,569+110.9% | $5,439+154.8% |
| Admin fee / account holder | $148 | $13,799-98.9% | $11,283-98.7% | $10,885-98.6% |