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 | $50,140 | $135,635-63.0% | $110,238-54.5% | $135,375-63.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.72% | 513.19%-524.9pp | 314.74%-326.5pp | 519.73%-531.5pp |
| Employer contribution / active EE | $20,047 | $4,906+308.6% | $3,826+423.9% | $4,779+319.5% |
| Participant deferral / active EE | $13,400 | $5,506+143.3% | $4,672+186.8% | $5,609+138.9% |
| Admin fee / account holder | $15 | $11,457-99.9% | $8,547-99.8% | $10,827-99.9% |