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 8-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 | $32,267 | $202,318-84.1% | $172,739-81.3% | $152,861-78.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.40% | 1029.65%-1018.3pp | 802.84%-791.4pp | 345.32%-333.9pp |
| Employer contribution / active EE | $11,092 | $5,856+89.4% | $5,143+115.7% | $4,762+132.9% |
| Participant deferral / active EE | $4,750 | $5,948-20.1% | $5,198-8.6% | $5,850-18.8% |
| Admin fee / account holder | $106 | $17,109-99.4% | $13,954-99.2% | $11,596-99.1% |