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 4-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 | $215,203 | $176,056+22.2% | $159,436+35.0% | $167,490+28.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -47.79% | 331.75%-379.5pp | 263.57%-311.4pp | 478.56%-526.4pp |
| Employer contribution / active EE | $27,625 | $5,297+421.5% | $4,829+472.0% | $4,837+471.1% |
| Participant deferral / active EE | $19,150 | $7,750+147.1% | $7,352+160.5% | $6,341+202.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |