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 | $131,025 | $138,044-5.1% | $125,339+4.5% | $134,475-2.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.59% | 750.33%-771.9pp | 572.05%-593.6pp | 417.96%-439.6pp |
| Employer contribution / active EE | $4,879 | $5,243-6.9% | $4,814+1.4% | $4,740+2.9% |
| Participant deferral / active EE | $9,000 | $7,799+15.4% | $7,446+20.9% | $6,400+40.6% |
| Admin fee / account holder | -$1,379 | $11,571-111.9% | $10,010-113.8% | $11,426-112.1% |