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 | $184,159 | $165,335+11.4% | $149,696+23.0% | $158,922+15.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | -23.54% | 348.15%-371.7pp | 276.60%-300.1pp | 302.83%-326.4pp |
| Employer contribution / active EE | $2,617 | $5,103-48.7% | $4,644-43.7% | $4,761-45.0% |
| Participant deferral / active EE | $7,388 | $7,181+2.9% | $6,842+8.0% | $5,982+23.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |