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 | $76,735 | $99,640-23.0% | $86,436-11.2% | $134,475-42.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.73% | 6782.58%-6806.3pp | 4394.89%-4418.6pp | 417.96%-441.7pp |
| Employer contribution / active EE | $22,348 | $4,400+407.9% | $3,769+493.0% | $4,740+371.5% |
| Participant deferral / active EE | $51,055 | $7,246+604.6% | $6,952+634.4% | $6,400+697.8% |
| Admin fee / account holder | $59 | $8,371-99.3% | $6,731-99.1% | $11,426-99.5% |