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 8-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 | $113,862 | $138,044-17.5% | $125,339-9.2% | $134,475-15.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.55% | 750.33%-778.9pp | 572.05%-600.6pp | 417.96%-446.5pp |
| Employer contribution / active EE | $22,823 | $5,243+335.3% | $4,814+374.1% | $4,740+381.5% |
| Participant deferral / active EE | $15,418 | $7,799+97.7% | $7,446+107.1% | $6,400+140.9% |
| Admin fee / account holder | $47 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |