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 | $44,881 | $138,065-67.5% | $123,544-63.7% | $135,375-66.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.30% | 153.68%-167.0pp | 119.20%-132.5pp | 519.73%-533.0pp |
| Employer contribution / active EE | $46,072 | $5,151+794.4% | $4,628+895.6% | $4,779+864.1% |
| Participant deferral / active EE | $18,500 | $6,799+172.1% | $6,426+187.9% | $5,609+229.8% |
| Admin fee / account holder | $74 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |