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 | $69,849 | $183,963-62.0% | $162,163-56.9% | $152,861-54.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 8.01% | 150.76%-142.8pp | 115.59%-107.6pp | 345.32%-337.3pp |
| Employer contribution / active EE | $1,773 | $6,371-72.2% | $5,614-68.4% | $4,762-62.8% |
| Participant deferral / active EE | $5,281 | $8,034-34.3% | $7,298-27.6% | $5,850-9.7% |
| Admin fee / account holder | $11 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |