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 | $50,371 | $167,307-69.9% | $143,757-65.0% | $134,475-62.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -56.51% | 0.46%-57.0pp | -0.04%-56.5pp | 417.96%-474.5pp |
| Employer contribution / active EE | $5,091 | $5,619-9.4% | $4,951+2.8% | $4,740+7.4% |
| Participant deferral / active EE | $9,117 | $6,446+41.4% | $5,637+61.7% | $6,400+42.5% |
| Admin fee / account holder | $22 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |