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 | $194,735 | $82,664+135.6% | $125,339+55.4% | $68,494+184.3% |
| Participation rate | 97.7% | 75.0%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -25.57% | -5.97%-19.6pp | 572.05%-597.6pp | -7.84%-17.7pp |
| Employer contribution / active EE | $4,920 | $3,381+45.5% | $4,814+2.2% | $2,596+89.5% |
| Participant deferral / active EE | $21,475 | $6,110+251.4% | $7,446+188.4% | $4,027+433.3% |
| Admin fee / account holder | $118 | $6,275-98.1% | $10,010-98.8% | $5,403-97.8% |