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 | $67,737 | $150,440-55.0% | $136,294-50.3% | $147,584-54.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 10.25% | 1049.08%-1038.8pp | 5155.94%-5145.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $12,658 | $5,256+140.8% | $4,695+169.6% | $4,876+159.6% |
| Participant deferral / active EE | $8,374 | $6,630+26.3% | $6,247+34.0% | $5,439+54.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |