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 7-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 | $40,439 | $138,044-70.7% | $125,339-67.7% | $134,475-69.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.83% | 750.33%-775.2pp | 572.05%-596.9pp | 417.96%-442.8pp |
| Employer contribution / active EE | $4,933 | $5,243-5.9% | $4,814+2.5% | $4,740+4.1% |
| Participant deferral / active EE | $14,419 | $7,799+84.9% | $7,446+93.6% | $6,400+125.3% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |