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 6-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 | $194,061 | $167,484+15.9% | $151,611+28.0% | $134,475+44.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.25% | 7.80%-31.1pp | 3.33%-26.6pp | 417.96%-441.2pp |
| Employer contribution / active EE | $12,742 | $6,829+86.6% | $6,166+106.7% | $4,740+168.8% |
| Participant deferral / active EE | $11,122 | $8,986+23.8% | $8,363+33.0% | $6,400+73.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |