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 3-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 | $78,935 | $138,044-42.8% | $125,339-37.0% | $134,475-41.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.55% | 750.33%-775.9pp | 572.05%-597.6pp | 417.96%-443.5pp |
| Employer contribution / active EE | $5,623 | $5,243+7.2% | $4,814+16.8% | $4,740+18.6% |
| Participant deferral / active EE | $8,982 | $7,799+15.2% | $7,446+20.6% | $6,400+40.3% |
| Admin fee / account holder | -$6 | $11,571-100.1% | $10,010-100.1% | $11,426-100.1% |