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 8-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 | $95,585 | $228,332-58.1% | $185,823-48.6% | $158,922-39.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -0.18% | 40.80%-41.0pp | 35.95%-36.1pp | 302.83%-303.0pp |
| Employer contribution / active EE | $2,175 | $4,967-56.2% | $4,087-46.8% | $4,761-54.3% |
| Participant deferral / active EE | $22,750 | $6,415+254.7% | $5,632+303.9% | $5,982+280.3% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |