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 | $124,281-100.0% | $109,143-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 3.84% | 26.04%-22.2pp | 25.75%-21.9pp | 478.56%-474.7pp |
| Employer contribution / active EE | $820 | $4,207-80.5% | $3,722-78.0% | $4,837-83.0% |
| Participant deferral / active EE | $3,343 | $5,255-36.4% | $4,653-28.2% | $6,341-47.3% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |