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 | $154,262 | $111,724+38.1% | $93,606+64.8% | $145,922+5.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -2.27% | 202.98%-205.3pp | 133.20%-135.5pp | 561.29%-563.6pp |
| Employer contribution / active EE | $3,518 | $3,090+13.9% | $2,420+45.4% | $4,660-24.5% |
| Participant deferral / active EE | $20,167 | $4,912+310.6% | $4,411+357.2% | $6,688+201.5% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |