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 | $113,140 | $158,817-28.8% | $121,196-6.6% | $135,375-16.4% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.7%+3.3pp | 82.6%-7.6pp |
| Annual return | -10.16% | -0.64%-9.5pp | 16.93%-27.1pp | 519.73%-529.9pp |
| Employer contribution / active EE | $27,982 | $5,665+394.0% | $4,022+595.8% | $4,779+485.5% |
| Participant deferral / active EE | $18,375 | $4,005+358.8% | $3,344+449.4% | $5,609+227.6% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |