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 | $84,013 | $71,050+18.2% | $93,606-10.2% | $80,856+3.9% |
| Participation rate | 98.2% | 60.4%+37.8pp | 68.7%+29.5pp | 67.6%+30.6pp |
| Annual return | -9.81% | 11.26%-21.1pp | 133.20%-143.0pp | 35.59%-45.4pp |
| Employer contribution / active EE | $858 | $1,564-45.2% | $2,420-64.6% | $2,755-68.9% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $299 | $6,945-95.7% | $8,285-96.4% | $6,918-95.7% |