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 7-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 | $210,545 | $160,055+31.5% | $140,016+50.4% | $135,375+55.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.94% | 911.38%-922.3pp | 651.12%-662.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $24,000 | $6,420+273.8% | $5,606+328.1% | $4,779+402.2% |
| Participant deferral / active EE | $18,500 | $7,642+142.1% | $6,927+167.1% | $5,609+229.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |