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 | $67,021-100.0% | $112,164-100.0% | $67,021-100.0% |
| Participation rate | 0.0% | 73.1%-73.1pp | 98.4%-98.4pp | 73.1%-73.1pp |
| Annual return | -8.38% | 48.20%-56.6pp | 8.76%-17.1pp | 48.20%-56.6pp |
| Employer contribution / active EE | $3,506 | $2,570+36.4% | $4,033-13.1% | $2,570+36.4% |
| Participant deferral / active EE | $6,588 | $2,835+132.4% | $4,286+53.7% | $2,835+132.4% |
| Admin fee / account holder | $0 | $5,490-100.0% | $2,450-100.0% | $5,490-100.0% |