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 | $40,661 | $171,865-76.3% | $149,718-72.8% | $147,584-72.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.98% | 2113.22%-2104.2pp | 1501.63%-1492.6pp | 578.55%-569.6pp |
| Employer contribution / active EE | $1,971 | $6,275-68.6% | $5,445-63.8% | $4,876-59.6% |
| Participant deferral / active EE | $3,816 | $7,271-47.5% | $6,569-41.9% | $5,439-29.8% |
| Admin fee / account holder | $81 | $13,799-99.4% | $11,283-99.3% | $10,885-99.3% |