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 | $70,903 | $106,115-33.2% | $85,969-17.5% | $125,391-43.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -4.33% | 13.93%-18.3pp | 9.32%-13.6pp | 282.22%-286.6pp |
| Employer contribution / active EE | $2,493 | $4,537-45.1% | $3,474-28.2% | $4,866-48.8% |
| Participant deferral / active EE | $7,154 | $4,859+47.2% | $3,829+86.8% | $5,352+33.7% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |