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 | $142,466 | $185,200-23.1% | $142,863-0.3% | $167,490-14.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | -0.30% | 8555.70%-8556.0pp | 5637.54%-5637.8pp | 478.56%-478.9pp |
| Employer contribution / active EE | $9,195 | $5,604+64.1% | $4,144+121.9% | $4,837+90.1% |
| Participant deferral / active EE | $22,750 | $4,494+406.2% | $3,837+492.9% | $6,341+258.8% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |