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 | $51,325 | $160,055-67.9% | $140,016-63.3% | $135,375-62.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.94% | 911.38%-924.3pp | 651.12%-664.1pp | 519.73%-532.7pp |
| Employer contribution / active EE | $3,012 | $6,420-53.1% | $5,606-46.3% | $4,779-37.0% |
| Participant deferral / active EE | $14,766 | $7,642+93.2% | $6,927+113.2% | $5,609+163.3% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |