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 | $173,802 | $150,440+15.5% | $136,294+27.5% | $147,584+17.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -1.60% | 1049.08%-1050.7pp | 5155.94%-5157.5pp | 578.55%-580.2pp |
| Employer contribution / active EE | $7,108 | $5,256+35.2% | $4,695+51.4% | $4,876+45.8% |
| Participant deferral / active EE | $7,108 | $6,630+7.2% | $6,247+13.8% | $5,439+30.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |