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 | $51,519 | $167,307-69.2% | $143,757-64.2% | $134,475-61.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -37.70% | 0.46%-38.2pp | -0.04%-37.7pp | 417.96%-455.7pp |
| Employer contribution / active EE | $6,908 | $5,619+22.9% | $4,951+39.5% | $4,740+45.8% |
| Participant deferral / active EE | $10,319 | $6,446+60.1% | $5,637+83.1% | $6,400+61.2% |
| Admin fee / account holder | $288 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |