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 | $144,139 | $202,318-28.8% | $172,739-16.6% | $152,861-5.7% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 8.77% | 1029.65%-1020.9pp | 802.84%-794.1pp | 345.32%-336.5pp |
| Employer contribution / active EE | $2,876 | $5,856-50.9% | $5,143-44.1% | $4,762-39.6% |
| Participant deferral / active EE | $3,621 | $5,948-39.1% | $5,198-30.3% | $5,850-38.1% |
| Admin fee / account holder | $19 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |