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 | $40,677 | $138,044-70.5% | $125,339-67.5% | $134,475-69.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.49% | 750.33%-772.8pp | 572.05%-594.5pp | 417.96%-440.5pp |
| Employer contribution / active EE | $12,185 | $5,243+132.4% | $4,814+153.1% | $4,740+157.1% |
| Participant deferral / active EE | $9,235 | $7,799+18.4% | $7,446+24.0% | $6,400+44.3% |
| Admin fee / account holder | $45 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |