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 6-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 | $162,452 | $167,484-3.0% | $151,611+7.2% | $134,475+20.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -33.24% | 7.80%-41.0pp | 3.33%-36.6pp | 417.96%-451.2pp |
| Employer contribution / active EE | $9,707 | $6,829+42.1% | $6,166+57.4% | $4,740+104.8% |
| Participant deferral / active EE | $20,250 | $8,986+125.4% | $8,363+142.1% | $6,400+216.4% |
| Admin fee / account holder | $100 | $13,783-99.3% | $11,616-99.1% | $11,426-99.1% |