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 | $183,589 | $138,044+33.0% | $125,339+46.5% | $134,475+36.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.61% | 750.33%-778.9pp | 572.05%-600.7pp | 417.96%-446.6pp |
| Employer contribution / active EE | $13,200 | $5,243+151.7% | $4,814+174.2% | $4,740+178.5% |
| Participant deferral / active EE | $9,625 | $7,799+23.4% | $7,446+29.3% | $6,400+50.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |