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 10-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 | $106,890-100.0% | $84,015-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 69.0%-69.0pp | 82.4%-82.4pp |
| Annual return | 4.72% | 104.99%-100.3pp | 71.31%-66.6pp | 345.32%-340.6pp |
| Employer contribution / active EE | $21,233 | $2,734+676.5% | $1,983+970.5% | $4,762+345.9% |
| Participant deferral / active EE | $25,000 | $4,011+523.2% | $3,239+671.9% | $5,850+327.3% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |