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 9-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 | $56,615 | $45,073+25.6% | $69,455-18.5% | $72,985-22.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | -39.47% | 22.65%-62.1pp | 28.97%-68.4pp | 81.00%-120.5pp |
| Employer contribution / active EE | $1,328 | $2,054-35.4% | $2,779-52.2% | $2,440-45.6% |
| Participant deferral / active EE | $1,328 | $2,602-49.0% | $3,535-62.4% | $3,607-63.2% |
| Admin fee / account holder | $245 | $3,056-92.0% | $3,839-93.6% | $5,124-95.2% |