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 | $132,624 | $74,888+77.1% | $71,209+86.2% | $142,382-6.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -2.19% | 345.14%-347.3pp | 282.51%-284.7pp | 217.08%-219.3pp |
| Employer contribution / active EE | $1,354 | $2,854-52.6% | $2,721-50.2% | $4,299-68.5% |
| Participant deferral / active EE | $1,354 | $4,454-69.6% | $4,175-67.6% | $6,507-79.2% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |