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 | $242,874 | $138,044+75.9% | $125,339+93.8% | $134,475+80.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -45.51% | 750.33%-795.8pp | 572.05%-617.6pp | 417.96%-463.5pp |
| Employer contribution / active EE | $16,356 | $5,243+211.9% | $4,814+239.8% | $4,740+245.1% |
| Participant deferral / active EE | $18,625 | $7,799+138.8% | $7,446+150.1% | $6,400+191.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |