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 7-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 | $158,398-100.0% | $126,539-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 69.8%-69.8pp | 80.1%-80.1pp |
| Annual return | 0.98% | 593.76%-592.8pp | 425.95%-425.0pp | 217.08%-216.1pp |
| Employer contribution / active EE | $600 | $4,650-87.1% | $3,674-83.7% | $4,299-86.0% |
| Participant deferral / active EE | $1,200 | $4,767-74.8% | $4,083-70.6% | $6,507-81.6% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |