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 5-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 | $43,620 | $167,484-74.0% | $151,611-71.2% | $134,475-67.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -34.01% | 7.80%-41.8pp | 3.33%-37.3pp | 417.96%-452.0pp |
| Employer contribution / active EE | $14,564 | $6,829+113.3% | $6,166+136.2% | $4,740+207.3% |
| Participant deferral / active EE | $20,500 | $8,986+128.1% | $8,363+145.1% | $6,400+220.3% |
| Admin fee / account holder | $286 | $13,783-97.9% | $11,616-97.5% | $11,426-97.5% |