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 | $54,518 | $138,044-60.5% | $125,339-56.5% | $134,475-59.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.21% | 750.33%-776.5pp | 572.05%-598.3pp | 417.96%-444.2pp |
| Employer contribution / active EE | $6,701 | $5,243+27.8% | $4,814+39.2% | $4,740+41.4% |
| Participant deferral / active EE | $23,873 | $7,799+206.1% | $7,446+220.6% | $6,400+273.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |