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 | $131,429 | $75,935+73.1% | $60,547+117.1% | $125,391+4.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -4.95% | -5.38%+0.4pp | 335.64%-340.6pp | 282.22%-287.2pp |
| Employer contribution / active EE | $15,600 | $3,438+353.8% | $2,419+544.8% | $4,866+220.6% |
| Participant deferral / active EE | $17,500 | $4,506+288.3% | $3,328+425.9% | $5,352+227.0% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |