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 8-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 | $62,400 | $160,055-61.0% | $140,016-55.4% | $135,375-53.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.93% | 911.38%-924.3pp | 651.12%-664.1pp | 519.73%-532.7pp |
| Employer contribution / active EE | $11,173 | $6,420+74.0% | $5,606+99.3% | $4,779+133.8% |
| Participant deferral / active EE | $9,782 | $7,642+28.0% | $6,927+41.2% | $5,609+74.4% |
| Admin fee / account holder | $17 | $13,328-99.9% | $10,705-99.8% | $10,827-99.8% |