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 | $93,162 | $100,852-7.6% | $90,404+3.1% | $158,922-41.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.18% | 1724.20%-1721.0pp | 1293.02%-1289.8pp | 302.83%-299.6pp |
| Employer contribution / active EE | $14,069 | $3,689+281.4% | $3,262+331.3% | $4,761+195.5% |
| Participant deferral / active EE | $5,730 | $4,348+31.8% | $3,963+44.6% | $5,982-4.2% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |