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 | $177,744 | $167,307+6.2% | $143,757+23.6% | $134,475+32.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -48.44% | 0.46%-48.9pp | -0.04%-48.4pp | 417.96%-466.4pp |
| Employer contribution / active EE | $3,564 | $5,619-36.6% | $4,951-28.0% | $4,740-24.8% |
| Participant deferral / active EE | $11,684 | $6,446+81.3% | $5,637+107.3% | $6,400+82.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |