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 | $125,839 | $106,515+18.1% | $96,683+30.2% | $139,434-9.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -11.14% | 38.43%-49.6pp | 35.69%-46.8pp | 372.94%-384.1pp |
| Employer contribution / active EE | $2,160 | $4,103-47.4% | $3,737-42.2% | $4,751-54.5% |
| Participant deferral / active EE | $22,500 | $5,454+312.5% | $4,878+361.2% | $6,710+235.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |