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 | $31,921 | $180,449-82.3% | $154,107-79.3% | $135,375-76.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -15.12% | 888.09%-903.2pp | 735.12%-750.2pp | 519.73%-534.9pp |
| Employer contribution / active EE | $7,479 | $6,035+23.9% | $5,298+41.2% | $4,779+56.5% |
| Participant deferral / active EE | $10,421 | $5,806+79.5% | $5,081+105.1% | $5,609+85.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |