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 9-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 | $71,001-100.0% | $50,647-100.0% | $71,001-100.0% |
| Participation rate | 0.0% | 68.0%-68.0pp | 86.9%-86.9pp | 68.0%-68.0pp |
| Annual return | 5.22% | 11.49%-6.3pp | 12.71%-7.5pp | 11.49%-6.3pp |
| Employer contribution / active EE | $0 | $16,488-100.0% | $2,036-100.0% | $16,488-100.0% |
| Participant deferral / active EE | $1,328 | $1,342-1.1% | $1,693-21.6% | $1,342-1.1% |
| Admin fee / account holder | $0 | $2,971-100.0% | $187-100.0% | $2,971-100.0% |