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 9-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 | $70,171 | $138,065-49.2% | $123,544-43.2% | $135,375-48.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.25% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $7,785 | $5,151+51.1% | $4,628+68.2% | $4,779+62.9% |
| Participant deferral / active EE | $15,658 | $6,799+130.3% | $6,426+143.7% | $5,609+179.2% |
| Admin fee / account holder | $7 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |