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 | $64,375 | $64,707-0.5% | $112,228-42.6% | $68,494-6.0% |
| Participation rate | 91.7% | 67.2%+24.5pp | 75.1%+16.6pp | 67.9%+23.8pp |
| Annual return | -21.55% | -11.40%-10.2pp | 27.45%-49.0pp | -7.84%-13.7pp |
| Employer contribution / active EE | $4,823 | $2,746+75.6% | $3,635+32.7% | $2,596+85.7% |
| Participant deferral / active EE | $7,521 | $3,565+111.0% | $4,728+59.1% | $4,027+86.8% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |