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 | $58,343 | $167,307-65.1% | $143,757-59.4% | $134,475-56.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.88% | 0.46%-27.3pp | -0.04%-26.8pp | 417.96%-444.8pp |
| Employer contribution / active EE | $2,868 | $5,619-49.0% | $4,951-42.1% | $4,740-39.5% |
| Participant deferral / active EE | $8,359 | $6,446+29.7% | $5,637+48.3% | $6,400+30.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |