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 7-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 | $126,871 | $217,402-41.6% | $185,823-31.7% | $167,490-24.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -4.09% | 148.36%-152.5pp | 122.05%-126.1pp | 478.56%-482.7pp |
| Employer contribution / active EE | $44,857 | $5,873+663.8% | $5,167+768.1% | $4,837+827.3% |
| Participant deferral / active EE | $29,240 | $6,356+360.0% | $5,568+425.2% | $6,341+361.1% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |