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 5-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 | $176,764 | $67,823+160.6% | $52,425+237.2% | $137,256+28.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 0.79% | 219.11%-218.3pp | 302.12%-301.3pp | 220.34%-219.5pp |
| Employer contribution / active EE | $502 | $1,163-56.9% | $914-45.1% | $4,156-87.9% |
| Participant deferral / active EE | $625 | $2,288-72.7% | $1,790-65.1% | $6,407-90.2% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |