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 6-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 | $170,915 | $129,942+31.5% | $104,294+63.9% | $134,475+27.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.55% | 42.03%-62.6pp | 24.61%-45.2pp | 417.96%-438.5pp |
| Employer contribution / active EE | $15,491 | $4,184+270.2% | $3,372+359.4% | $4,740+226.8% |
| Participant deferral / active EE | $17,757 | $5,588+217.8% | $4,625+283.9% | $6,400+177.5% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |