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 | $175,522 | $112,096+56.6% | $95,952+82.9% | $158,922+10.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -8.77% | 171.09%-179.9pp | 91.61%-100.4pp | 302.83%-311.6pp |
| Employer contribution / active EE | $18,885 | $3,198+490.5% | $2,541+643.2% | $4,761+296.6% |
| Participant deferral / active EE | $12,297 | $4,784+157.0% | $4,167+195.1% | $5,982+105.6% |
| Admin fee / account holder | $53 | $10,130-99.5% | $6,795-99.2% | $11,246-99.5% |