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 5-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 | $67,331-100.0% | $60,874-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.1%-73.1pp | 81.2%-81.2pp |
| Annual return | -26.93% | 49.93%-76.9pp | 16.90%-43.8pp | 417.96%-444.9pp |
| Employer contribution / active EE | $38,500 | $3,096+1143.4% | $2,701+1325.2% | $4,740+712.3% |
| Participant deferral / active EE | $26,000 | $4,538+472.9% | $3,817+581.2% | $6,400+306.3% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |