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 6-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 | $106,584-100.0% | $101,326-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 81.5%-81.5pp | 80.1%-80.1pp |
| Annual return | 11.02% | 36.93%-25.9pp | 36.82%-25.8pp | 217.08%-206.1pp |
| Employer contribution / active EE | $10,000 | $3,956+152.8% | $3,665+172.8% | $4,299+132.6% |
| Participant deferral / active EE | $15,000 | $8,297+80.8% | $7,994+87.6% | $6,507+130.5% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |