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 | $114,566 | $54,350+110.8% | $82,719+38.5% | $68,494+67.3% |
| Participation rate | 84.8% | 63.9%+20.9pp | 72.6%+12.3pp | 67.9%+17.0pp |
| Annual return | -22.56% | -13.67%-8.9pp | 701.18%-723.7pp | -7.84%-14.7pp |
| Employer contribution / active EE | $3,216 | $2,218+45.0% | $3,009+6.9% | $2,596+23.9% |
| Participant deferral / active EE | $7,305 | $3,246+125.1% | $4,395+66.2% | $4,027+81.4% |
| Admin fee / account holder | $32 | $4,395-99.3% | $5,329-99.4% | $5,403-99.4% |