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 8-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 | $427,750-100.0% | $416,308-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 94.2%-94.2pp | 93.1%-93.1pp | 91.1%-91.1pp |
| Annual return | 0.25% | 8.17%-7.9pp | 8.83%-8.6pp | 5.95%-5.7pp |
| Employer contribution / active EE | $0 | $24,272-100.0% | $24,478-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $13,509-100.0% | $13,255-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $15,117-100.0% | $14,896-100.0% | $18,209-100.0% |