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 | $175,914 | $129,942+35.4% | $104,294+68.7% | $134,475+30.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -29.22% | 42.03%-71.2pp | 24.61%-53.8pp | 417.96%-447.2pp |
| Employer contribution / active EE | $4,665 | $4,184+11.5% | $3,372+38.3% | $4,740-1.6% |
| Participant deferral / active EE | $15,221 | $5,588+172.4% | $4,625+229.1% | $6,400+137.8% |
| Admin fee / account holder | $48 | $9,323-99.5% | $7,339-99.3% | $11,426-99.6% |