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 | $207,029 | $110,094+88.0% | $151,611+36.6% | $68,494+202.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 87.5%+2.5pp | 67.9%+22.1pp |
| Annual return | -22.31% | -10.12%-12.2pp | 3.33%-25.6pp | -7.84%-14.5pp |
| Employer contribution / active EE | $15,850 | $4,471+254.5% | $6,166+157.1% | $2,596+510.5% |
| Participant deferral / active EE | $14,443 | $6,527+121.3% | $8,363+72.7% | $4,027+258.6% |
| Admin fee / account holder | $40 | $7,719-99.5% | $11,616-99.7% | $5,403-99.3% |