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 4-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 | $172,695 | $165,984+4.0% | $164,813+4.8% | $145,922+18.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -2.31% | 100.03%-102.3pp | 69.93%-72.2pp | 561.29%-563.6pp |
| Employer contribution / active EE | $33,000 | $5,273+525.8% | $4,341+660.2% | $4,660+608.2% |
| Participant deferral / active EE | $15,000 | $6,959+115.5% | $6,031+148.7% | $6,688+124.3% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |