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 | $179,131 | $160,055+11.9% | $140,016+27.9% | $135,375+32.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -10.26% | 911.38%-921.6pp | 651.12%-661.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $12,550 | $6,420+95.5% | $5,606+123.9% | $4,779+162.6% |
| Participant deferral / active EE | $3,317 | $7,642-56.6% | $6,927-52.1% | $5,609-40.9% |
| Admin fee / account holder | $53 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |