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 8-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 | $59,507 | $180,449-67.0% | $154,107-61.4% | $135,375-56.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.41% | 888.09%-899.5pp | 735.12%-746.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $3,507 | $6,035-41.9% | $5,298-33.8% | $4,779-26.6% |
| Participant deferral / active EE | $9,247 | $5,806+59.3% | $5,081+82.0% | $5,609+64.9% |
| Admin fee / account holder | $26 | $16,143-99.8% | $13,411-99.8% | $10,827-99.8% |