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 7-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 | $64,224 | $167,307-61.6% | $143,757-55.3% | $134,475-52.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -34.43% | 0.46%-34.9pp | -0.04%-34.4pp | 417.96%-452.4pp |
| Employer contribution / active EE | $6,349 | $5,619+13.0% | $4,951+28.2% | $4,740+34.0% |
| Participant deferral / active EE | $7,400 | $6,446+14.8% | $5,637+31.3% | $6,400+15.6% |
| Admin fee / account holder | $4 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |