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 | $141,522 | $209,832-32.6% | $189,513-25.3% | $167,490-15.5% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 7.09% | 748.27%-741.2pp | 555.15%-548.1pp | 478.56%-471.5pp |
| Employer contribution / active EE | $2,060 | $6,914-70.2% | $6,162-66.6% | $4,837-57.4% |
| Participant deferral / active EE | $4,866 | $8,935-45.5% | $8,221-40.8% | $6,341-23.3% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |