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 4-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 | $230,000 | $106,543+115.9% | $91,220+152.1% | $134,475+71.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -23.96% | 160.60%-184.6pp | 114.01%-138.0pp | 417.96%-441.9pp |
| Employer contribution / active EE | $30,015 | $3,331+801.2% | $2,850+953.1% | $4,740+533.3% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $15 | $6,231-99.8% | $5,420-99.7% | $11,426-99.9% |