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 | $185,822-100.0% | $169,993-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 8.86% | 60.50%-51.6pp | 53.37%-44.5pp | 372.94%-364.1pp |
| Employer contribution / active EE | $4,749 | $7,590-37.4% | $6,785-30.0% | $4,7510% |
| Participant deferral / active EE | $11,897 | $11,622+2.4% | $10,408+14.3% | $6,710+77.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |