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 | $111,181 | $211,958-47.5% | $169,463-34.4% | $135,375-17.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -13.33% | 3.26%-16.6pp | 1.83%-15.2pp | 519.73%-533.1pp |
| Employer contribution / active EE | $2,021 | $5,120-60.5% | $4,159-51.4% | $4,779-57.7% |
| Participant deferral / active EE | $10,268 | $6,075+69.0% | $5,277+94.6% | $5,609+83.1% |
| Admin fee / account holder | $25 | $11,471-99.8% | $9,109-99.7% | $10,827-99.8% |