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 | $42,073 | $138,065-69.5% | $123,544-65.9% | $135,375-68.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.00% | 153.68%-165.7pp | 119.20%-131.2pp | 519.73%-531.7pp |
| Employer contribution / active EE | $8,586 | $5,151+66.7% | $4,628+85.5% | $4,779+79.7% |
| Participant deferral / active EE | $12,058 | $6,799+77.3% | $6,426+87.7% | $5,609+115.0% |
| Admin fee / account holder | $112 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |