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 | $111,725 | $167,307-33.2% | $143,757-22.3% | $134,475-16.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -25.05% | 0.46%-25.5pp | -0.04%-25.0pp | 417.96%-443.0pp |
| Employer contribution / active EE | $7,214 | $5,619+28.4% | $4,951+45.7% | $4,740+52.2% |
| Participant deferral / active EE | $13,090 | $6,446+103.1% | $5,637+132.2% | $6,400+104.5% |
| Admin fee / account holder | $113 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |