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 | $70,381 | $168,632-58.3% | $147,614-52.3% | $125,391-43.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.81% | 77.65%-83.5pp | 61.98%-67.8pp | 282.22%-288.0pp |
| Employer contribution / active EE | $12,718 | $6,252+103.4% | $5,564+128.6% | $4,866+161.4% |
| Participant deferral / active EE | $24,000 | $5,507+335.8% | $4,895+390.3% | $5,352+348.5% |
| Admin fee / account holder | $231 | $13,580-98.3% | $11,611-98.0% | $9,540-97.6% |