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 6-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 | $138,044-100.0% | $125,339-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -24.90% | 750.33%-775.2pp | 572.05%-597.0pp | 417.96%-442.9pp |
| Employer contribution / active EE | $2,383 | $5,243-54.6% | $4,814-50.5% | $4,740-49.7% |
| Participant deferral / active EE | $8,095 | $7,799+3.8% | $7,446+8.7% | $6,400+26.5% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |