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 9-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 | $50,789 | $202,318-74.9% | $172,739-70.6% | $152,861-66.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.96% | 1029.65%-1028.7pp | 802.84%-801.9pp | 345.32%-344.4pp |
| Employer contribution / active EE | $5,530 | $5,856-5.6% | $5,143+7.5% | $4,762+16.1% |
| Participant deferral / active EE | $9,871 | $5,948+66.0% | $5,198+89.9% | $5,850+68.7% |
| Admin fee / account holder | $13 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |