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 | $223,898 | $69,207+223.5% | $64,056+249.5% | $139,434+60.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -3.13% | 45.88%-49.0pp | 33.69%-36.8pp | 372.94%-376.1pp |
| Employer contribution / active EE | $2,010 | $3,182-36.8% | $2,747-26.8% | $4,751-57.7% |
| Participant deferral / active EE | $1,973 | $4,682-57.9% | $3,880-49.2% | $6,710-70.6% |
| Admin fee / account holder | $15 | $4,244-99.6% | $3,068-99.5% | $11,403-99.9% |