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 8-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 | $93,803 | $167,484-44.0% | $151,611-38.1% | $134,475-30.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -23.44% | 7.80%-31.2pp | 3.33%-26.8pp | 417.96%-441.4pp |
| Employer contribution / active EE | $3,950 | $6,829-42.2% | $6,166-35.9% | $4,740-16.7% |
| Participant deferral / active EE | $13,360 | $8,986+48.7% | $8,363+59.7% | $6,400+108.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |