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 | $97,438 | $133,958-27.3% | $112,228-13.2% | $134,475-27.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -22.74% | 47.11%-69.9pp | 27.45%-50.2pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,198 | $4,038-70.3% | $3,635-67.0% | $4,740-74.7% |
| Participant deferral / active EE | $6,985 | $5,291+32.0% | $4,728+47.7% | $6,400+9.1% |
| Admin fee / account holder | $11 | $7,489-99.9% | $6,410-99.8% | $11,426-99.9% |