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 7-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 | $62,317 | $142,344-56.2% | $119,609-47.9% | $134,475-53.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.09% | -12.44%-10.7pp | -14.97%-8.1pp | 417.96%-441.1pp |
| Employer contribution / active EE | $4,317 | $5,222-17.3% | $4,232+2.0% | $4,740-8.9% |
| Participant deferral / active EE | $13,300 | $6,469+105.6% | $5,602+137.4% | $6,400+107.8% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |