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 | $71,324 | $57,281+24.5% | $86,612-17.7% | $75,163-5.1% |
| Participation rate | 79.3% | 63.2%+16.1pp | 71.7%+7.6pp | 67.2%+12.1pp |
| Annual return | 10.10% | 2670.75%-2660.6pp | 591.07%-581.0pp | 160.62%-150.5pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,084 | $3,318+83.4% | $4,438+37.1% | $4,125+47.5% |
| Admin fee / account holder | $200 | $4,112-95.1% | $5,614-96.4% | $5,651-96.5% |