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 9-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 | $71,021 | $202,318-64.9% | $172,739-58.9% | $152,861-53.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.47% | 1029.65%-1019.2pp | 802.84%-792.4pp | 345.32%-334.9pp |
| Employer contribution / active EE | $6,897 | $5,856+17.8% | $5,143+34.1% | $4,762+44.8% |
| Participant deferral / active EE | $7,505 | $5,948+26.2% | $5,198+44.4% | $5,850+28.3% |
| Admin fee / account holder | $11 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |