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 | $0 | $76,738-100.0% | $56,411-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 2.44% | 2994.23%-2991.8pp | 1701.33%-1698.9pp | 561.29%-558.8pp |
| Employer contribution / active EE | $43,500 | $1,380+3052.5% | $1,039+4088.1% | $4,660+833.6% |
| Participant deferral / active EE | $28,500 | $2,623+986.7% | $1,952+1360.2% | $6,688+326.2% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |