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 | $43,327-100.0% | $59,878-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 74.7%-74.7pp | 69.6%-69.6pp |
| Annual return | -7.19% | -1.55%-5.6pp | 3.46%-10.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $7,107 | $2,028+250.4% | $2,722+161.1% | $2,381+198.5% |
| Participant deferral / active EE | $4,636 | $2,546+82.1% | $3,402+36.3% | $3,470+33.6% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |