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 | $99,582 | $127,065-21.6% | $113,168-12.0% | $142,382-30.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | -10.40% | 24.03%-34.4pp | 24.27%-34.7pp | 217.08%-227.5pp |
| Employer contribution / active EE | $2,195 | $3,442-36.2% | $2,975-26.2% | $4,299-48.9% |
| Participant deferral / active EE | $7,358 | $5,716+28.7% | $5,107+44.1% | $6,507+13.1% |
| Admin fee / account holder | $165 | $15,736-98.9% | $12,068-98.6% | $12,624-98.7% |