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 | $160,024 | $138,044+15.9% | $125,339+27.7% | $134,475+19.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.34% | 750.33%-772.7pp | 572.05%-594.4pp | 417.96%-440.3pp |
| Employer contribution / active EE | $9,864 | $5,243+88.1% | $4,814+104.9% | $4,740+108.1% |
| Participant deferral / active EE | $10,473 | $7,799+34.3% | $7,446+40.6% | $6,400+63.7% |
| Admin fee / account holder | $184 | $11,571-98.4% | $10,010-98.2% | $11,426-98.4% |