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 | $239,256 | $160,055+49.5% | $140,016+70.9% | $135,375+76.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.66% | 911.38%-923.0pp | 651.12%-662.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $13,477 | $6,420+109.9% | $5,606+140.4% | $4,779+182.0% |
| Participant deferral / active EE | $31,500 | $7,642+312.2% | $6,927+354.7% | $5,609+461.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |