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 | $149,730 | $167,484-10.6% | $151,611-1.2% | $134,475+11.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.05% | 7.80%-29.8pp | 3.33%-25.4pp | 417.96%-440.0pp |
| Employer contribution / active EE | $15,053 | $6,829+120.4% | $6,166+144.1% | $4,740+217.6% |
| Participant deferral / active EE | $10,996 | $8,986+22.4% | $8,363+31.5% | $6,400+71.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |