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 8-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 | $205,640 | $97,044+111.9% | $83,333+146.8% | $135,375+51.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.28% | 12.31%-23.6pp | 10.63%-21.9pp | 519.73%-531.0pp |
| Employer contribution / active EE | $6,075 | $4,143+46.6% | $3,379+79.8% | $4,779+27.1% |
| Participant deferral / active EE | $16,215 | $5,964+171.9% | $5,565+191.4% | $5,609+189.1% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |