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 | $210,965 | $133,958+57.5% | $112,228+88.0% | $134,475+56.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -34.37% | 47.11%-81.5pp | 27.45%-61.8pp | 417.96%-452.3pp |
| Employer contribution / active EE | $35,827 | $4,038+787.2% | $3,635+885.7% | $4,740+655.9% |
| Participant deferral / active EE | $28,750 | $5,291+443.4% | $4,728+508.1% | $6,400+349.2% |
| Admin fee / account holder | $3 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |