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 | $168,632-100.0% | $147,614-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | -4.05% | 77.65%-81.7pp | 61.98%-66.0pp | 282.22%-286.3pp |
| Employer contribution / active EE | $12,786 | $6,252+104.5% | $5,564+129.8% | $4,866+162.8% |
| Participant deferral / active EE | $6,400 | $5,507+16.2% | $4,895+30.7% | $5,352+19.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |