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 | $75,828-100.0% | $147,614-100.0% | $59,632-100.0% |
| Participation rate | 0.0% | 71.6%-71.6pp | 84.6%-84.6pp | 68.7%-68.7pp |
| Annual return | -9.55% | 0.37%-9.9pp | 61.98%-71.5pp | 2041.28%-2050.8pp |
| Employer contribution / active EE | $876 | $3,485-74.9% | $5,564-84.3% | $2,203-60.2% |
| Participant deferral / active EE | $2,664 | $3,130-14.9% | $4,895-45.6% | $3,192-16.5% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |