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 10-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 | $38,336 | $160,055-76.0% | $140,016-72.6% | $135,375-71.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -35.80% | 911.38%-947.2pp | 651.12%-686.9pp | 519.73%-555.5pp |
| Employer contribution / active EE | $3,501 | $6,420-45.5% | $5,606-37.5% | $4,779-26.7% |
| Participant deferral / active EE | $12,739 | $7,642+66.7% | $6,927+83.9% | $5,609+127.1% |
| Admin fee / account holder | $8 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |