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 | $65,977 | $138,065-52.2% | $123,544-46.6% | $135,375-51.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.09% | 153.68%-164.8pp | 119.20%-130.3pp | 519.73%-530.8pp |
| Employer contribution / active EE | $9,158 | $5,151+77.8% | $4,628+97.9% | $4,779+91.6% |
| Participant deferral / active EE | $10,912 | $6,799+60.5% | $6,426+69.8% | $5,609+94.6% |
| Admin fee / account holder | $290 | $10,916-97.3% | $9,284-96.9% | $10,827-97.3% |