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 | $546,767-100.0% | $193,871-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 85.6%-85.6pp | 84.6%-84.6pp |
| Annual return | 1.00% | 10.48%-9.5pp | 15.27%-14.3pp | 10.48%-9.5pp |
| Employer contribution / active EE | $0 | $25,108-100.0% | $4,691-100.0% | $25,108-100.0% |
| Participant deferral / active EE | $0 | $3,683-100.0% | $2,779-100.0% | $3,683-100.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | $12,948-100.0% | $48,677-100.0% |