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 | $168,632-100.0% | $147,614-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | -46.75% | 77.65%-124.4pp | 61.98%-108.7pp | 282.22%-329.0pp |
| Employer contribution / active EE | $14,638 | $6,252+134.1% | $5,564+163.1% | $4,866+200.8% |
| Participant deferral / active EE | $13,753 | $5,507+149.7% | $4,895+180.9% | $5,352+157.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |