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 | $34,901 | $138,065-74.7% | $123,544-71.8% | $135,375-74.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.33% | 153.68%-167.0pp | 119.20%-132.5pp | 519.73%-533.1pp |
| Employer contribution / active EE | $14,310 | $5,151+177.8% | $4,628+209.2% | $4,779+199.4% |
| Participant deferral / active EE | $13,550 | $6,799+99.3% | $6,426+110.9% | $5,609+141.6% |
| Admin fee / account holder | $292 | $10,916-97.3% | $9,284-96.9% | $10,827-97.3% |