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 | $121,646 | $116,175+4.7% | $93,606+30.0% | $152,861-20.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 1.16% | 35.96%-34.8pp | 32.76%-31.6pp | 345.32%-344.2pp |
| Employer contribution / active EE | $8,333 | $3,218+159.0% | $2,718+206.6% | $4,762+75.0% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $64 | $10,748-99.4% | $7,888-99.2% | $11,596-99.4% |