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 5-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 | $106,371 | $167,484-36.5% | $151,611-29.8% | $134,475-20.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -22.35% | 7.80%-30.1pp | 3.33%-25.7pp | 417.96%-440.3pp |
| Employer contribution / active EE | $3,980 | $6,829-41.7% | $6,166-35.5% | $4,740-16.0% |
| Participant deferral / active EE | $13,363 | $8,986+48.7% | $8,363+59.8% | $6,400+108.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |