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 | $74,888-100.0% | $71,209-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.1%-80.1pp |
| Annual return | 9.80% | 345.14%-335.3pp | 282.51%-272.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,066 | $2,854-27.6% | $2,721-24.1% | $4,299-51.9% |
| Participant deferral / active EE | $8,128 | $4,454+82.5% | $4,175+94.7% | $6,507+24.9% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |