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 | $162,452-100.0% | $148,425-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 46.4%-46.4pp | 35.1%-35.1pp | 46.4%-46.4pp |
| Annual return | -7.59% | 45.55%-53.1pp | 38.14%-45.7pp | -82.66%+75.1pp |
| Employer contribution / active EE | $21,500 | $40,549-47.0% | $34,245-37.2% | $43,769-50.9% |
| Participant deferral / active EE | $18,000 | $152+11770.5% | $185+9648.4% | $103+17428.4% |
| Admin fee / account holder | $0 | $11,245-100.0% | $10,234-100.0% | $11,204-100.0% |