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 | $215,361-100.0% | $171,082-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 76.7%-76.7pp | 83.0%-83.0pp |
| Annual return | 0.02% | 25.14%-25.1pp | 32.56%-32.5pp | 41.45%-41.4pp |
| Employer contribution / active EE | $29,023 | $4,967+484.3% | $4,002+625.2% | $4,869+496.1% |
| Participant deferral / active EE | $20,000 | $5,543+260.8% | $4,797+316.9% | $5,287+278.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |