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 | $43,561 | $180,449-75.9% | $154,107-71.7% | $135,375-67.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.20% | 888.09%-898.3pp | 735.12%-745.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $9,405 | $6,035+55.8% | $5,298+77.5% | $4,779+96.8% |
| Participant deferral / active EE | $13,223 | $5,806+127.7% | $5,081+160.3% | $5,609+135.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |