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 | $115,760 | $177,572-34.8% | $154,803-25.2% | $142,382-18.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -1.69% | 65.07%-66.8pp | 58.88%-60.6pp | 217.08%-218.8pp |
| Employer contribution / active EE | $11,276 | $4,810+134.4% | $4,305+161.9% | $4,299+162.3% |
| Participant deferral / active EE | $10,149 | $6,272+61.8% | $5,540+83.2% | $6,507+56.0% |
| Admin fee / account holder | $67 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |