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 | $147,474 | $154,228-4.4% | $145,433+1.4% | $137,256+7.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -48.56% | 74.59%-123.1pp | 66.58%-115.1pp | 220.34%-268.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,600 | $8,216-68.4% | $7,897-67.1% | $6,407-59.4% |
| Admin fee / account holder | $25 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |