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 6-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 | $87,521 | $167,484-47.7% | $151,611-42.3% | $134,475-34.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.42% | 7.80%-31.2pp | 3.33%-26.7pp | 417.96%-441.4pp |
| Employer contribution / active EE | $32,806 | $6,829+380.4% | $6,166+432.0% | $4,740+592.1% |
| Participant deferral / active EE | $5,125 | $8,986-43.0% | $8,363-38.7% | $6,400-19.9% |
| Admin fee / account holder | $67 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |