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 | $213,331-100.0% | $213,331-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 66.7%-66.7pp | 50.0%-50.0pp | 39.2%-39.2pp |
| Annual return | 0.00% | 6.77%-6.8pp | 7.04%-7.0pp | 13.91%-13.9pp |
| Employer contribution / active EE | $25,000 | $32,733-23.6% | $30,362-17.7% | $35,282-29.1% |
| Participant deferral / active EE | $5,332 | $37+14400.0% | $34+15700.0% | $94+5562.3% |
| Admin fee / account holder | $0 | $2,508-100.0% | $2,508-100.0% | $41,846-100.0% |