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 | $121,144 | $175,600-31.0% | $129,110-6.2% | $134,475-9.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -21.03% | -11.39%-9.6pp | -10.94%-10.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $8,096 | $6,355+27.4% | $5,052+60.3% | $4,740+70.8% |
| Participant deferral / active EE | $14,348 | $7,975+79.9% | $6,542+119.3% | $6,400+124.2% |
| Admin fee / account holder | $20 | $23,567-99.9% | $14,302-99.9% | $11,426-99.8% |