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 | $70,588 | $65,703+7.4% | $94,224-25.1% | $59,632+18.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -14.44% | 5.22%-19.7pp | 10.68%-25.1pp | 2041.28%-2055.7pp |
| Employer contribution / active EE | $2,144 | $2,021+6.1% | $3,587-40.2% | $2,203-2.7% |
| Participant deferral / active EE | $3,954 | $3,143+25.8% | $4,320-8.5% | $3,192+23.9% |
| Admin fee / account holder | $26 | $4,264-99.4% | $6,269-99.6% | $4,297-99.4% |