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 8-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 | $139,018 | $176,812-21.4% | $146,665-5.2% | $167,490-17.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -11.55% | 24.03%-35.6pp | 22.74%-34.3pp | 478.56%-490.1pp |
| Employer contribution / active EE | $22,452 | $5,160+335.1% | $4,136+442.8% | $4,837+364.1% |
| Participant deferral / active EE | $8,667 | $6,440+34.6% | $5,506+57.4% | $6,341+36.7% |
| Admin fee / account holder | $47 | $13,259-99.6% | $10,280-99.5% | $12,309-99.6% |