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 4-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 | $121,009 | $111,814+8.2% | $103,374+17.1% | $145,959-17.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | -39.35% | 24.77%-64.1pp | 24.89%-64.2pp | 561.95%-601.3pp |
| Employer contribution / active EE | $1,376 | $4,214-67.4% | $3,869-64.4% | $4,661-70.5% |
| Participant deferral / active EE | $7,126 | $5,618+26.8% | $5,058+40.9% | $6,689+6.5% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |