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 | $63,480 | $202,318-68.6% | $172,739-63.3% | $152,861-58.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.89% | 1029.65%-1024.8pp | 802.84%-798.0pp | 345.32%-340.4pp |
| Employer contribution / active EE | $4,507 | $5,856-23.0% | $5,143-12.4% | $4,762-5.4% |
| Participant deferral / active EE | $7,131 | $5,948+19.9% | $5,198+37.2% | $5,850+21.9% |
| Admin fee / account holder | $211 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |