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 | $100,141 | $92,703+8.0% | $82,719+21.1% | $134,475-25.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -34.18% | 944.92%-979.1pp | 701.18%-735.4pp | 417.96%-452.1pp |
| Employer contribution / active EE | $3,452 | $3,274+5.4% | $3,009+14.7% | $4,740-27.2% |
| Participant deferral / active EE | $4,535 | $4,802-5.6% | $4,395+3.2% | $6,400-29.1% |
| Admin fee / account holder | $45 | $5,983-99.2% | $5,329-99.2% | $11,426-99.6% |