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 | $34,748 | $202,318-82.8% | $172,739-79.9% | $152,861-77.3% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 12.04% | 1029.65%-1017.6pp | 802.84%-790.8pp | 345.32%-333.3pp |
| Employer contribution / active EE | $7,927 | $5,856+35.4% | $5,143+54.1% | $4,762+66.5% |
| Participant deferral / active EE | $6,188 | $5,948+4.0% | $5,198+19.1% | $5,850+5.8% |
| Admin fee / account holder | $83 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |