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 | $233,729 | $159,901+46.2% | $146,958+59.0% | $145,922+60.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -14.42% | 98.13%-112.6pp | 418.34%-432.8pp | 561.29%-575.7pp |
| Employer contribution / active EE | $11,871 | $5,286+124.6% | $4,933+140.6% | $4,660+154.8% |
| Participant deferral / active EE | $7,625 | $8,428-9.5% | $8,070-5.5% | $6,688+14.0% |
| Admin fee / account holder | $81 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |