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 6-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 | $153,288 | $99,640+53.8% | $86,436+77.3% | $134,475+14.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.16% | 6782.58%-6804.7pp | 4394.89%-4417.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $15,154 | $4,400+244.4% | $3,769+302.1% | $4,740+219.7% |
| Participant deferral / active EE | $11,831 | $7,246+63.3% | $6,952+70.2% | $6,400+84.9% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |