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 7-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 | $100,417 | $100,754-0.3% | $86,677+15.9% | $134,475-25.3% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -20.76% | 29.04%-49.8pp | 35.91%-56.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,616 | $3,489-53.7% | $2,836-43.0% | $4,740-65.9% |
| Participant deferral / active EE | $2,185 | $5,338-59.1% | $4,656-53.1% | $6,400-65.9% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |