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 | $54,030 | $202,318-73.3% | $172,739-68.7% | $152,861-64.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 8.41% | 1029.65%-1021.2pp | 802.84%-794.4pp | 345.32%-336.9pp |
| Employer contribution / active EE | $1,305 | $5,856-77.7% | $5,143-74.6% | $4,762-72.6% |
| Participant deferral / active EE | $4,421 | $5,948-25.7% | $5,198-14.9% | $5,850-24.4% |
| Admin fee / account holder | $293 | $17,109-98.3% | $13,954-97.9% | $11,596-97.5% |