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 | $111,837 | $168,632-33.7% | $147,614-24.2% | $125,391-10.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.13% | 77.65%-83.8pp | 61.98%-68.1pp | 282.22%-288.4pp |
| Employer contribution / active EE | $3,184 | $6,252-49.1% | $5,564-42.8% | $4,866-34.6% |
| Participant deferral / active EE | $13,667 | $5,507+148.2% | $4,895+179.2% | $5,352+155.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |