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 | $150,793 | $167,307-9.9% | $143,757+4.9% | $134,475+12.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.75% | 0.46%-23.2pp | -0.04%-22.7pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,804 | $5,619-67.9% | $4,951-63.6% | $4,740-61.9% |
| Participant deferral / active EE | $7,901 | $6,446+22.6% | $5,637+40.2% | $6,400+23.5% |
| Admin fee / account holder | $267 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |