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 | $40,100 | $160,055-74.9% | $140,016-71.4% | $135,375-70.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.54% | 911.38%-923.9pp | 651.12%-663.7pp | 519.73%-532.3pp |
| Employer contribution / active EE | $6,072 | $6,420-5.4% | $5,606+8.3% | $4,779+27.1% |
| Participant deferral / active EE | $11,150 | $7,642+45.9% | $6,927+61.0% | $5,609+98.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |