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 | $227,976 | $202,318+12.7% | $172,739+32.0% | $152,861+49.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.38% | 1029.65%-1019.3pp | 802.84%-792.5pp | 345.32%-334.9pp |
| Employer contribution / active EE | $3,273 | $5,856-44.1% | $5,143-36.4% | $4,762-31.3% |
| Participant deferral / active EE | $2,840 | $5,948-52.3% | $5,198-45.4% | $5,850-51.5% |
| Admin fee / account holder | $3 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |