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 | $51,909 | $202,318-74.3% | $172,739-69.9% | $152,861-66.0% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 9.71% | 1029.65%-1019.9pp | 802.84%-793.1pp | 345.32%-335.6pp |
| Employer contribution / active EE | $2,795 | $5,856-52.3% | $5,143-45.7% | $4,762-41.3% |
| Participant deferral / active EE | $7,215 | $5,948+21.3% | $5,198+38.8% | $5,850+23.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |