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 6-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 | $112,587 | $148,534-24.2% | $135,903-17.2% | $139,434-19.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -7.35% | 79.19%-86.5pp | 68.23%-75.6pp | 372.94%-380.3pp |
| Employer contribution / active EE | $2,250 | $5,243-57.1% | $4,856-53.7% | $4,751-52.6% |
| Participant deferral / active EE | $11,663 | $8,100+44.0% | $7,758+50.3% | $6,710+73.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |