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 | $64,018 | $88,751-27.9% | $81,812-21.7% | $145,922-56.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.26% | 1025.40%-1018.1pp | 773.79%-766.5pp | 561.29%-554.0pp |
| Employer contribution / active EE | $6,780 | $3,083+119.9% | $2,912+132.8% | $4,660+45.5% |
| Participant deferral / active EE | $1,050 | $4,643-77.4% | $4,319-75.7% | $6,688-84.3% |
| Admin fee / account holder | $173 | $8,415-97.9% | $7,386-97.7% | $13,397-98.7% |