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 | $131,656 | $142,344-7.5% | $119,609+10.1% | $134,475-2.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.40% | -12.44%-11.0pp | -14.97%-8.4pp | 417.96%-441.4pp |
| Employer contribution / active EE | $6,311 | $5,222+20.8% | $4,232+49.1% | $4,740+33.1% |
| Participant deferral / active EE | $11,004 | $6,469+70.1% | $5,602+96.4% | $6,400+71.9% |
| Admin fee / account holder | $10 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |