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 4-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 | $49,537 | $209,832-76.4% | $189,513-73.9% | $167,490-70.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -16.29% | 748.27%-764.6pp | 555.15%-571.4pp | 478.56%-494.9pp |
| Employer contribution / active EE | $17,400 | $6,914+151.7% | $6,162+182.4% | $4,837+259.7% |
| Participant deferral / active EE | $22,750 | $8,935+154.6% | $8,221+176.7% | $6,341+258.8% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |