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 | $161,446 | $93,024+73.6% | $77,024+109.6% | $134,475+20.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -24.07% | 62.60%-86.7pp | 42.32%-66.4pp | 417.96%-442.0pp |
| Employer contribution / active EE | $3,581 | $3,418+4.8% | $2,812+27.3% | $4,740-24.4% |
| Participant deferral / active EE | $17,986 | $5,238+243.4% | $4,426+306.3% | $6,400+181.0% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |