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 | $77,634-100.0% | $156,549-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 71.2%-71.2pp | 84.0%-84.0pp | 69.3%-69.3pp |
| Annual return | -1.71% | 50.32%-52.0pp | 32.23%-33.9pp | 20.14%-21.9pp |
| Employer contribution / active EE | $1,172 | $3,444-66.0% | $5,501-78.7% | $2,281-48.6% |
| Participant deferral / active EE | $3,840 | $3,045+26.1% | $4,871-21.2% | $3,203+19.9% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |