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 | $213,506 | $101,069+111.2% | $81,478+162.0% | $147,584+44.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 0.94% | 32.40%-31.5pp | 38.78%-37.8pp | 578.55%-577.6pp |
| Employer contribution / active EE | $23,000 | $3,205+617.6% | $2,568+795.7% | $4,876+371.7% |
| Participant deferral / active EE | $24,000 | $4,242+465.8% | $3,537+578.6% | $5,439+341.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |