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 8-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 | $50,802 | $138,044-63.2% | $125,339-59.5% | $134,475-62.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -22.71% | 750.33%-773.0pp | 572.05%-594.8pp | 417.96%-440.7pp |
| Employer contribution / active EE | $4,999 | $5,243-4.7% | $4,814+3.8% | $4,740+5.5% |
| Participant deferral / active EE | $10,140 | $7,799+30.0% | $7,446+36.2% | $6,400+58.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |