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 | $90,503-100.0% | $78,689-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | -5.84% | 75.60%-81.4pp | 62.18%-68.0pp | 41.45%-47.3pp |
| Employer contribution / active EE | $1,800 | $3,176-43.3% | $2,851-36.9% | $4,869-63.0% |
| Participant deferral / active EE | $6,102 | $3,901+56.4% | $3,517+73.5% | $5,287+15.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |