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 | $51,864 | $167,484-69.0% | $151,611-65.8% | $134,475-61.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -30.18% | 7.80%-38.0pp | 3.33%-33.5pp | 417.96%-448.1pp |
| Employer contribution / active EE | $18,068 | $6,829+164.6% | $6,166+193.0% | $4,740+281.2% |
| Participant deferral / active EE | $12,583 | $8,986+40.0% | $8,363+50.5% | $6,400+96.6% |
| Admin fee / account holder | $18 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |