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 | $88,515 | $117,983-25.0% | $101,794-13.0% | $142,382-37.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | -19.13% | 36.92%-56.0pp | 30.53%-49.7pp | 217.08%-236.2pp |
| Employer contribution / active EE | $1,970 | $2,773-28.9% | $2,289-13.9% | $4,299-54.2% |
| Participant deferral / active EE | $2,533 | $4,714-46.3% | $4,084-38.0% | $6,507-61.1% |
| Admin fee / account holder | $166 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |