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 | $105,998-100.0% | $92,233-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.5%-76.5pp | 82.8%-82.8pp |
| Annual return | 6.22% | 50.05%-43.8pp | 176.28%-170.1pp | 578.55%-572.3pp |
| Employer contribution / active EE | $807 | $4,333-81.4% | $3,679-78.1% | $4,876-83.4% |
| Participant deferral / active EE | $1,615 | $4,478-63.9% | $3,897-58.6% | $5,439-70.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |