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 7-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 | $88,023 | $129,942-32.3% | $104,294-15.6% | $134,475-34.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.55% | 42.03%-62.6pp | 24.61%-45.2pp | 417.96%-438.5pp |
| Employer contribution / active EE | $12,000 | $4,184+186.8% | $3,372+255.9% | $4,740+153.2% |
| Participant deferral / active EE | $9,600 | $5,588+71.8% | $4,625+107.6% | $6,400+50.0% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |