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 | $73,181 | $209,832-65.1% | $189,513-61.4% | $167,490-56.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.25% | 748.27%-743.0pp | 555.15%-549.9pp | 478.56%-473.3pp |
| Employer contribution / active EE | $2,589 | $6,914-62.5% | $6,162-58.0% | $4,837-46.5% |
| Participant deferral / active EE | $6,496 | $8,935-27.3% | $8,221-21.0% | $6,341+2.4% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |