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 | $236,058 | $152,509+54.8% | $117,472+100.9% | $134,475+75.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.32% | 52.99%-74.3pp | 29.74%-51.1pp | 417.96%-439.3pp |
| Employer contribution / active EE | $30,375 | $5,571+445.2% | $4,176+627.4% | $4,740+540.9% |
| Participant deferral / active EE | $20,250 | $4,818+320.3% | $4,070+397.5% | $6,400+216.4% |
| Admin fee / account holder | $15 | $7,004-99.8% | $5,645-99.7% | $11,426-99.9% |