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 | $207,171 | $81,632+153.8% | $70,449+194.1% | $158,922+30.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -1.39% | 208.40%-209.8pp | 109.03%-110.4pp | 302.83%-304.2pp |
| Employer contribution / active EE | $3,413 | $3,217+6.1% | $2,737+24.7% | $4,761-28.3% |
| Participant deferral / active EE | $17,333 | $4,554+280.6% | $3,709+367.4% | $5,982+189.8% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |