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 | $169,161-100.0% | $129,295-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 7.41% | 14348.07%-14340.7pp | 9429.28%-9421.9pp | 561.95%-554.5pp |
| Employer contribution / active EE | $204 | $5,543-96.3% | $4,157-95.1% | $4,661-95.6% |
| Participant deferral / active EE | $2,251 | $4,989-54.9% | $4,169-46.0% | $6,689-66.3% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |