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 9-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 | $138,065-100.0% | $123,544-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -10.35% | 153.68%-164.0pp | 119.20%-129.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $21,708 | $5,151+321.4% | $4,628+369.1% | $4,779+354.3% |
| Participant deferral / active EE | $18,333 | $6,799+169.6% | $6,426+185.3% | $5,609+226.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |