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 | $101,182 | $177,572-43.0% | $154,803-34.6% | $142,382-28.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -7.79% | 65.07%-72.9pp | 58.88%-66.7pp | 217.08%-224.9pp |
| Employer contribution / active EE | $21,050 | $4,810+337.6% | $4,305+388.9% | $4,299+389.6% |
| Participant deferral / active EE | $14,814 | $6,272+136.2% | $5,540+167.4% | $6,507+127.6% |
| Admin fee / account holder | $60 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |