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 | $69,625 | $135,635-48.7% | $110,238-36.8% | $135,375-48.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -16.82% | 513.19%-530.0pp | 314.74%-331.6pp | 519.73%-536.6pp |
| Employer contribution / active EE | $17,404 | $4,906+254.7% | $3,826+354.8% | $4,779+264.2% |
| Participant deferral / active EE | $23,055 | $5,506+318.7% | $4,672+393.5% | $5,609+311.1% |
| Admin fee / account holder | $148 | $11,457-98.7% | $8,547-98.3% | $10,827-98.6% |