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 | $38,211 | $160,055-76.1% | $140,016-72.7% | $135,375-71.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -40.29% | 911.38%-951.7pp | 651.12%-691.4pp | 519.73%-560.0pp |
| Employer contribution / active EE | $17,061 | $6,420+165.7% | $5,606+204.4% | $4,779+257.0% |
| Participant deferral / active EE | $12,307 | $7,642+61.1% | $6,927+77.7% | $5,609+119.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |