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 | $62,290 | $138,065-54.9% | $123,544-49.6% | $135,375-54.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.79% | 153.68%-166.5pp | 119.20%-132.0pp | 519.73%-532.5pp |
| Employer contribution / active EE | $39,848 | $5,151+673.5% | $4,628+761.1% | $4,779+733.8% |
| Participant deferral / active EE | $19,125 | $6,799+181.3% | $6,426+197.6% | $5,609+241.0% |
| Admin fee / account holder | $38 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |