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 8-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 | $532,464-100.0% | $186,879-100.0% | $532,464-100.0% |
| Participation rate | 0.0% | 89.6%-89.6pp | 71.3%-71.3pp | 89.6%-89.6pp |
| Annual return | 0.00% | 10.38%-10.4pp | 5.59%-5.6pp | 10.38%-10.4pp |
| Employer contribution / active EE | $0 | $19,351-100.0% | $61,053-100.0% | $19,351-100.0% |
| Participant deferral / active EE | $0 | $11,136-100.0% | $3,599-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $14,894-100.0% | $15,524-100.0% | $14,894-100.0% |