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 | $102,888 | $142,344-27.7% | $119,609-14.0% | $134,475-23.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.71% | -12.44%-9.3pp | -14.97%-6.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $16,550 | $5,222+216.9% | $4,232+291.1% | $4,740+249.2% |
| Participant deferral / active EE | $10,400 | $6,469+60.8% | $5,602+85.6% | $6,400+62.5% |
| Admin fee / account holder | $13 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |