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 | $111,882 | $167,484-33.2% | $151,611-26.2% | $134,475-16.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.99% | 7.80%-33.8pp | 3.33%-29.3pp | 417.96%-444.0pp |
| Employer contribution / active EE | $7,896 | $6,829+15.6% | $6,166+28.1% | $4,740+66.6% |
| Participant deferral / active EE | $12,287 | $8,986+36.7% | $8,363+46.9% | $6,400+92.0% |
| Admin fee / account holder | $54 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |