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 | $31,597 | $167,307-81.1% | $143,757-78.0% | $134,475-76.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -23.50% | 0.46%-24.0pp | -0.04%-23.5pp | 417.96%-441.5pp |
| Employer contribution / active EE | $2,945 | $5,619-47.6% | $4,951-40.5% | $4,740-37.9% |
| Participant deferral / active EE | $3,776 | $6,446-41.4% | $5,637-33.0% | $6,400-41.0% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |