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 7-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 | $199,215 | $167,484+18.9% | $151,611+31.4% | $134,475+48.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -32.19% | 7.80%-40.0pp | 3.33%-35.5pp | 417.96%-450.2pp |
| Employer contribution / active EE | $5,217 | $6,829-23.6% | $6,166-15.4% | $4,740+10.1% |
| Participant deferral / active EE | $6,833 | $8,986-24.0% | $8,363-18.3% | $6,400+6.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |