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 | $163,132 | $167,484-2.6% | $151,611+7.6% | $134,475+21.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -23.46% | 7.80%-31.3pp | 3.33%-26.8pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,693 | $6,829-75.2% | $6,166-72.5% | $4,740-64.3% |
| Participant deferral / active EE | $5,537 | $8,986-38.4% | $8,363-33.8% | $6,400-13.5% |
| Admin fee / account holder | $76 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |