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 6-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 | $498,888-100.0% | $379,218-100.0% | $498,888-100.0% |
| Participation rate | 0.0% | 90.2%-90.2pp | 100.0%-100.0pp | 90.2%-90.2pp |
| Annual return | -18.82% | 8.46%-27.3pp | 9.94%-28.8pp | 8.46%-27.3pp |
| Employer contribution / active EE | $0 | $28,233-100.0% | $90,228-100.0% | $28,233-100.0% |
| Participant deferral / active EE | $31,000 | $11,296+174.4% | $11,667+165.7% | $11,296+174.4% |
| Admin fee / account holder | $0 | $67,015-100.0% | - | $67,015-100.0% |