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 | $73,910 | $159,901-53.8% | $146,958-49.7% | $145,922-49.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 7.94% | 98.13%-90.2pp | 418.34%-410.4pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,270 | $5,286-57.1% | $4,933-54.0% | $4,660-51.3% |
| Participant deferral / active EE | $9,905 | $8,428+17.5% | $8,070+22.7% | $6,688+48.1% |
| Admin fee / account holder | $57 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |