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 | $114,381-100.0% | $107,525-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.1%-75.1pp | 80.1%-80.1pp |
| Annual return | 9.07% | 242.71%-233.6pp | 181.32%-172.2pp | 217.08%-208.0pp |
| Employer contribution / active EE | $9,392 | $4,015+133.9% | $3,754+150.2% | $4,299+118.5% |
| Participant deferral / active EE | $10,403 | $5,564+87.0% | $5,116+103.4% | $6,507+59.9% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |