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 | $231,006 | $90,600+155.0% | $79,464+190.7% | $135,375+70.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -16.88% | 977.43%-994.3pp | 718.14%-735.0pp | 519.73%-536.6pp |
| Employer contribution / active EE | $5,940 | $3,068+93.6% | $2,800+112.1% | $4,779+24.3% |
| Participant deferral / active EE | $12,930 | $4,050+219.2% | $3,704+249.1% | $5,609+130.5% |
| Admin fee / account holder | $75 | $5,907-98.7% | $5,113-98.5% | $10,827-99.3% |