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 | $110,673 | $65,703+68.4% | $94,224+17.5% | $59,632+85.6% |
| Participation rate | 81.8% | 72.1%+9.7pp | 78.8%+3.0pp | 68.7%+13.1pp |
| Annual return | -2.67% | 5.22%-7.9pp | 10.68%-13.4pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,197 | $3,143+160.8% | $4,320+89.7% | $3,192+156.8% |
| Admin fee / account holder | $0 | $4,264-100.0% | $6,269-100.0% | $4,297-100.0% |