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 | $129,203 | $202,318-36.1% | $172,739-25.2% | $152,861-15.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.73% | 1029.65%-1027.9pp | 802.84%-801.1pp | 345.32%-343.6pp |
| Employer contribution / active EE | $10,650 | $5,856+81.9% | $5,143+107.1% | $4,762+123.6% |
| Participant deferral / active EE | $22,000 | $5,948+269.9% | $5,198+323.3% | $5,850+276.1% |
| Admin fee / account holder | $41 | $17,109-99.8% | $13,954-99.7% | $11,596-99.6% |