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 | $89,972 | $167,307-46.2% | $143,757-37.4% | $134,475-33.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -58.38% | 0.46%-58.8pp | -0.04%-58.3pp | 417.96%-476.3pp |
| Employer contribution / active EE | $5,940 | $5,619+5.7% | $4,951+20.0% | $4,740+25.3% |
| Participant deferral / active EE | $9,160 | $6,446+42.1% | $5,637+62.5% | $6,400+43.1% |
| Admin fee / account holder | $10 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |