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 9-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 | $59,622 | $100,754-40.8% | $86,677-31.2% | $134,475-55.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.75% | 29.04%-49.8pp | 35.91%-56.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,963 | $3,489-15.1% | $2,836+4.5% | $4,740-37.5% |
| Participant deferral / active EE | $10,336 | $5,338+93.6% | $4,656+122.0% | $6,400+61.5% |
| Admin fee / account holder | $53 | $10,926-99.5% | $7,493-99.3% | $11,426-99.5% |