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 | $177,572-100.0% | $154,803-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | 8.33% | 65.07%-56.7pp | 58.88%-50.6pp | 217.08%-208.7pp |
| Employer contribution / active EE | $2,560 | $4,810-46.8% | $4,305-40.6% | $4,299-40.5% |
| Participant deferral / active EE | $2,996 | $6,272-52.2% | $5,540-45.9% | $6,507-54.0% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |