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 | $60,879 | $133,958-54.6% | $112,228-45.8% | $134,475-54.7% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -20.61% | 47.11%-67.7pp | 27.45%-48.1pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,102 | $4,038-23.2% | $3,635-14.6% | $4,740-34.5% |
| Participant deferral / active EE | $5,988 | $5,291+13.2% | $4,728+26.6% | $6,400-6.4% |
| Admin fee / account holder | $127 | $7,489-98.3% | $6,410-98.0% | $11,426-98.9% |