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 | $168,710 | $202,318-16.6% | $172,739-2.3% | $152,861+10.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.83% | 1029.65%-1022.8pp | 802.84%-796.0pp | 345.32%-338.5pp |
| Employer contribution / active EE | $5,026 | $5,856-14.2% | $5,143-2.3% | $4,762+5.5% |
| Participant deferral / active EE | $13,617 | $5,948+128.9% | $5,198+162.0% | $5,850+132.8% |
| Admin fee / account holder | $38 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |