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 | $68,667 | $140,588-51.2% | $123,104-44.2% | $125,391-45.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.83% | 16.80%-20.6pp | 13.22%-17.0pp | 282.22%-286.1pp |
| Employer contribution / active EE | $14,268 | $6,041+136.2% | $5,151+177.0% | $4,866+193.2% |
| Participant deferral / active EE | $9,163 | $6,980+31.3% | $6,230+47.1% | $5,352+71.2% |
| Admin fee / account holder | $20 | $11,198-99.8% | $9,015-99.8% | $9,540-99.8% |