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 | $167,307-100.0% | $143,757-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -30.15% | 0.46%-30.6pp | -0.04%-30.1pp | 417.96%-448.1pp |
| Employer contribution / active EE | $4,820 | $5,619-14.2% | $4,951-2.7% | $4,740+1.7% |
| Participant deferral / active EE | $11,819 | $6,446+83.4% | $5,637+109.7% | $6,400+84.7% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |