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 | $34,038 | $755,339-95.5% | $379,746-91.0% | $158,922-78.6% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | -5.64% | 53.41%-59.1pp | 34.90%-40.5pp | 302.83%-308.5pp |
| Employer contribution / active EE | $971 | $4,685-79.3% | $3,540-72.6% | $4,761-79.6% |
| Participant deferral / active EE | $17,333 | $7,938+118.4% | $6,024+187.7% | $5,982+189.8% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,246-100.0% |