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 8-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 | $51,634 | $209,411-75.3% | $178,490-71.1% | $158,922-67.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -4.69% | 188.75%-193.4pp | 151.07%-155.8pp | 302.83%-307.5pp |
| Employer contribution / active EE | $7,554 | $5,706+32.4% | $5,011+50.8% | $4,761+58.6% |
| Participant deferral / active EE | $15,017 | $5,954+152.2% | $5,202+188.7% | $5,982+151.0% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |