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 | $48,277-100.0% | $67,511-100.0% | $80,874-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.6%-67.6pp |
| Annual return | 5.64% | 18.27%-12.6pp | 3517.41%-3511.8pp | 35.62%-30.0pp |
| Employer contribution / active EE | $1,099 | $2,021-45.6% | $2,733-59.8% | $2,756-60.1% |
| Participant deferral / active EE | $1,208 | $2,926-58.7% | $4,000-69.8% | $4,297-71.9% |
| Admin fee / account holder | $0 | $3,687-100.0% | $3,999-100.0% | $6,935-100.0% |