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 | $130,738 | $181,894-28.1% | $156,549-16.5% | $273,961-52.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -4.31% | 30.74%-35.1pp | 32.23%-36.5pp | 41.45%-45.8pp |
| Employer contribution / active EE | $4,995 | $6,248-20.1% | $5,501-9.2% | $4,869+2.6% |
| Participant deferral / active EE | $7,840 | $5,550+41.3% | $4,871+61.0% | $5,287+48.3% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |