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 | $160,631 | $209,832-23.4% | $189,513-15.2% | $167,490-4.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -3.37% | 748.27%-751.6pp | 555.15%-558.5pp | 478.56%-481.9pp |
| Employer contribution / active EE | $9,778 | $6,914+41.4% | $6,162+58.7% | $4,837+102.1% |
| Participant deferral / active EE | $15,378 | $8,935+72.1% | $8,221+87.1% | $6,341+142.5% |
| Admin fee / account holder | $200 | $14,293-98.6% | $12,045-98.3% | $12,309-98.4% |