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 9-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 | $75,111 | $165,912-54.7% | $122,332-38.6% | $147,584-49.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | -0.70% | 34.55%-35.3pp | 30.27%-31.0pp | 578.55%-579.2pp |
| Employer contribution / active EE | $7,179 | $5,754+24.8% | $4,050+77.2% | $4,876+47.2% |
| Participant deferral / active EE | $12,000 | $4,005+199.6% | $3,287+265.1% | $5,439+120.6% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |