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 | $37,460 | $138,065-72.9% | $123,544-69.7% | $135,375-72.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.76% | 153.68%-164.4pp | 119.20%-130.0pp | 519.73%-530.5pp |
| Employer contribution / active EE | $9,125 | $5,151+77.1% | $4,628+97.2% | $4,779+90.9% |
| Participant deferral / active EE | $10,750 | $6,799+58.1% | $6,426+67.3% | $5,609+91.7% |
| Admin fee / account holder | $28 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |