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 | $118,957 | $176,662-32.7% | $130,648-8.9% | $152,861-22.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 1.40% | 2692.24%-2690.8pp | 1708.96%-1707.6pp | 345.32%-343.9pp |
| Employer contribution / active EE | $12,775 | $5,742+122.5% | $4,092+212.2% | $4,762+168.3% |
| Participant deferral / active EE | $10,100 | $4,361+131.6% | $3,603+180.3% | $5,850+72.6% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |