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 | $137,458 | $99,032+38.8% | $80,019+71.8% | $135,375+1.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -11.96% | 15.39%-27.3pp | 11.22%-23.2pp | 519.73%-531.7pp |
| Employer contribution / active EE | $16,129 | $3,043+430.0% | $2,468+553.6% | $4,779+237.5% |
| Participant deferral / active EE | $11,457 | $4,282+167.6% | $3,686+210.8% | $5,609+104.3% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |