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 | $168,881 | $90,600+86.4% | $79,464+112.5% | $135,375+24.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.82% | 977.43%-990.2pp | 718.14%-731.0pp | 519.73%-532.5pp |
| Employer contribution / active EE | $1,532 | $3,068-50.1% | $2,800-45.3% | $4,779-67.9% |
| Participant deferral / active EE | $24,500 | $4,050+504.9% | $3,704+561.5% | $5,609+336.8% |
| Admin fee / account holder | $105 | $5,907-98.2% | $5,113-97.9% | $10,827-99.0% |