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 | $468,795-100.0% | $754,582-100.0% | $468,795-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 66.1%-66.1pp | 85.5%-85.5pp |
| Annual return | 1.51% | 39.95%-38.4pp | 9.47%-8.0pp | 39.95%-38.4pp |
| Employer contribution / active EE | $4,364 | $28,085-84.5% | $26,910-83.8% | $28,085-84.5% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $6,723-100.0% | $10,110-100.0% |
| Admin fee / account holder | $0 | $8,110-100.0% | $4,740-100.0% | $8,110-100.0% |