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 | $49,227-100.0% | $70,449-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.1%-75.1pp | 69.6%-69.6pp |
| Annual return | 0.74% | 30.06%-29.3pp | 109.03%-108.3pp | 31.71%-31.0pp |
| Employer contribution / active EE | $2,342 | $2,099+11.6% | $2,737-14.4% | $2,471-5.2% |
| Participant deferral / active EE | $5,580 | $2,768+101.6% | $3,709+50.5% | $3,740+49.2% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |