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 | $52,634 | $198,466-73.5% | $170,442-69.1% | $147,584-64.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.81% | 257.29%-249.5pp | 205.93%-198.1pp | 578.55%-570.7pp |
| Employer contribution / active EE | $2,119 | $6,184-65.7% | $5,433-61.0% | $4,876-56.6% |
| Participant deferral / active EE | $8,166 | $5,629+45.1% | $4,939+65.3% | $5,439+50.2% |
| Admin fee / account holder | $175 | $16,852-99.0% | $13,880-98.7% | $10,885-98.4% |