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 6-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 | $49,881 | $167,484-70.2% | $151,611-67.1% | $134,475-62.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -31.90% | 7.80%-39.7pp | 3.33%-35.2pp | 417.96%-449.9pp |
| Employer contribution / active EE | $1,495 | $6,829-78.1% | $6,166-75.8% | $4,740-68.5% |
| Participant deferral / active EE | $22,286 | $8,986+148.0% | $8,363+166.5% | $6,400+248.2% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |