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 | $153,769 | $167,484-8.2% | $151,611+1.4% | $134,475+14.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -35.61% | 7.80%-43.4pp | 3.33%-38.9pp | 417.96%-453.6pp |
| Employer contribution / active EE | $21,253 | $6,829+211.2% | $6,166+244.7% | $4,740+348.4% |
| Participant deferral / active EE | $18,049 | $8,986+100.9% | $8,363+115.8% | $6,400+182.0% |
| Admin fee / account holder | $5 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |