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 3-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 | $89,679 | $138,065-35.0% | $123,544-27.4% | $135,375-33.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.99% | 153.68%-171.7pp | 119.20%-137.2pp | 519.73%-537.7pp |
| Employer contribution / active EE | $42,000 | $5,151+715.3% | $4,628+807.6% | $4,779+778.9% |
| Participant deferral / active EE | $11,550 | $6,799+69.9% | $6,426+79.8% | $5,609+105.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |