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 | $90,740 | $202,318-55.1% | $172,739-47.5% | $152,861-40.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 8.05% | 1029.65%-1021.6pp | 802.84%-794.8pp | 345.32%-337.3pp |
| Employer contribution / active EE | $4,444 | $5,856-24.1% | $5,143-13.6% | $4,762-6.7% |
| Participant deferral / active EE | $6,363 | $5,948+7.0% | $5,198+22.4% | $5,850+8.8% |
| Admin fee / account holder | $208 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |