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 | $141,810 | $167,484-15.3% | $151,611-6.5% | $134,475+5.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.02% | 7.80%-29.8pp | 3.33%-25.4pp | 417.96%-440.0pp |
| Employer contribution / active EE | $14,958 | $6,829+119.0% | $6,166+142.6% | $4,740+215.6% |
| Participant deferral / active EE | $12,750 | $8,986+41.9% | $8,363+52.4% | $6,400+99.2% |
| Admin fee / account holder | $4 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |