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 | $70,530 | $160,055-55.9% | $140,016-49.6% | $135,375-47.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -34.94% | 911.38%-946.3pp | 651.12%-686.1pp | 519.73%-554.7pp |
| Employer contribution / active EE | $36,000 | $6,420+460.7% | $5,606+542.2% | $4,779+653.3% |
| Participant deferral / active EE | $18,500 | $7,642+142.1% | $6,927+167.1% | $5,609+229.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |