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 5-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 | $79,346 | $138,044-42.5% | $125,339-36.7% | $134,475-41.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.77% | 750.33%-775.1pp | 572.05%-596.8pp | 417.96%-442.7pp |
| Employer contribution / active EE | $2,386 | $5,243-54.5% | $4,814-50.4% | $4,740-49.7% |
| Participant deferral / active EE | $13,246 | $7,799+69.8% | $7,446+77.9% | $6,400+107.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |