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 | $103,302 | $167,307-38.3% | $143,757-28.1% | $134,475-23.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.83% | 0.46%-24.3pp | -0.04%-23.8pp | 417.96%-441.8pp |
| Employer contribution / active EE | $3,703 | $5,619-34.1% | $4,951-25.2% | $4,740-21.9% |
| Participant deferral / active EE | $11,037 | $6,446+71.2% | $5,637+95.8% | $6,400+72.5% |
| Admin fee / account holder | $186 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |