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 5-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 | $104,353 | $167,484-37.7% | $151,611-31.2% | $134,475-22.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.17% | 7.80%-32.0pp | 3.33%-27.5pp | 417.96%-442.1pp |
| Employer contribution / active EE | $1,530 | $6,829-77.6% | $6,166-75.2% | $4,740-67.7% |
| Participant deferral / active EE | $10,608 | $8,986+18.1% | $8,363+26.8% | $6,400+65.8% |
| Admin fee / account holder | $15 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |