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 | $102,125 | $167,484-39.0% | $151,611-32.6% | $134,475-24.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -24.08% | 7.80%-31.9pp | 3.33%-27.4pp | 417.96%-442.0pp |
| Employer contribution / active EE | $22,900 | $6,829+235.3% | $6,166+271.4% | $4,740+383.2% |
| Participant deferral / active EE | $11,125 | $8,986+23.8% | $8,363+33.0% | $6,400+73.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |