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 | $190,503 | $232,540-18.1% | $185,117+2.9% | $147,584+29.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | -5.35% | 43.03%-48.4pp | 40.50%-45.8pp | 578.55%-583.9pp |
| Employer contribution / active EE | $2,813 | $5,195-45.9% | $4,182-32.7% | $4,876-42.3% |
| Participant deferral / active EE | $4,688 | $5,834-19.6% | $5,045-7.1% | $5,439-13.8% |
| Admin fee / account holder | $94 | $10,275-99.1% | $8,159-98.8% | $10,885-99.1% |