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 | $46,265 | $167,484-72.4% | $151,611-69.5% | $134,475-65.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.55% | 7.80%-32.3pp | 3.33%-27.9pp | 417.96%-442.5pp |
| Employer contribution / active EE | $4,507 | $6,829-34.0% | $6,166-26.9% | $4,740-4.9% |
| Participant deferral / active EE | $13,478 | $8,986+50.0% | $8,363+61.2% | $6,400+110.6% |
| Admin fee / account holder | $225 | $13,783-98.4% | $11,616-98.1% | $11,426-98.0% |