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 | $133,942 | $183,519-27.0% | $155,509-13.9% | $145,922-8.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -0.01% | 61.17%-61.2pp | 64.67%-64.7pp | 561.29%-561.3pp |
| Employer contribution / active EE | $6,123 | $5,313+15.3% | $4,672+31.0% | $4,660+31.4% |
| Participant deferral / active EE | $10,897 | $6,462+68.6% | $5,626+93.7% | $6,688+62.9% |
| Admin fee / account holder | $16 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |